Important Risks to Consider
Primary Risk: The value of an investment and any income taken from it is not guaranteed and can go down as well as up, you may not get back the amount you originally invested.
Supplementary Fund Risks to Consider: The value of equity securities is subject to changes in the company’s financial condition and overall market and economic conditions. Large-capitalization stocks as a group could fall out of favour with the market, causing the fund to underperform investments in smaller capitalization stocks. In addition, large companies can be slow to respond to market challenges. The Fund may engage in active and frequent trading of its securities, resulting in high portfolio turnover which may result in increased brokerage fees or other transaction costs that are not reflected in the Fund’s annual operating expenses. The use of financial derivative instruments (FDI) may create leverage, leading to greater fluctuations in assets as well as potentially resulting in gains or losses that are greater than the amount originally invested in FDI. Investment in emerging markets may expose the Fund to more social, political, regulatory and currency risks than securities in developed markets. For assets denominated in a currency other than the fund's base currency of U.S. dollars, changes in currency exchange rates may reduce or increase the returns an investor might expect to receive independent of the performance of such assets.
Fund Goal
Fund Facts
Characteristics
Investment Approach
Fund Identifiers
The Investment Team
By The Numbers
Important Information
The Russell 1000® Index measures the performance of the 1,000 largest companies in the Russell 3000® Index, which represents approximately 90% of the total market capitalization of the Russell 3000® Index. The Russell 1000® Growth Index measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values.