Expenses and Dividends
FUND DOCUMENTS & RESOURCES
About the Fund
This fund is designed as a core equity complement that seeks to provide:
- Participation in rising equity markets, with a risk management focus when markets decline
- Dynamic exposure that adapts to changing markets
- An attractive risk/return profile
The team pursues this attractive risk/return profile by utilizing objective analysis focused on fundamental characteristics that have historically been shown to drive capital growth. They apply this analysis to take long positions in equity securities they have identified as the most attractive and short positions in those they view as the least attractive.
Risk & Additional Details
Average annual total returns illustrate the annual compounded returns that would have produced the cumulative total return if the fund's performance had remained constant throughout the period indicated. Returns for periods less than one year are not annualized.
For periods prior to the inception of a class, performance is for the oldest class, restated with applicable fees, if any.