Our growth equity funds seek consistent outperformance by integrating systematic stock evaluation, in-depth fundamental research and disciplined risk management primarily by investing in stocks of U.S. companies that have strong business fundamentals and reasonable valuations.
Our aggressive growth equity funds are moderately diversified with high-growth companies from varied industries and capitalization ranges. Each stock is individually selected following an in-depth, bottom-up research process predicated on robust, sustainable revenue and earnings growth. The process culminates in concentrated portfolios of companies within rapidly expanding industries.
| Fund Name | Category | Overall | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|
| Aggressive Growth Stock | Large Growth |  (1553) |  (1553) | (1301) | N/A |
| Large Cap Growth Stock | Large Growth | (1553) | (1553) | (1301) | (727) |
| Select Large Cap Growth Stock | Large Growth | (1553) |  (1553) | (1301) | (727) |
| Emerging Growth Stock | Mid-Cap Growth | (693) | (693) | (604) | N/A |
| Small Cap Growth Stock | Small Growth | (668) | (668) |  (549) | (318) |
For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and is rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics. Morningstar Rating is for the Institutional share class only; other classes may have different performance characteristics.
