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Fund data as of 09/30/2017 unless otherwise specified.
Inception Date:8/27/2001
Fund Fact Sheet:Download
Investment Objective:The Fund seeks to provide long-term capital appreciation. Any income received is incidental to this objective.
Investment Strategy:The Fund is actively managed and invests in a diversified portfolio of large- and medium-size U.S. companies whose stocks are considered by the Fund’s managers to have above-average potential for growth in revenue and earnings.
Investment Suitability:This Fund may be suitable for investors who seek high, long-term rates of return, can accept significant short-term fluctuations in account value, want to invest in growth-oriented stocks and would like to diversify their portfolio by adding a potentially higher return, higher risk option of stocks. The Fund will not concentrate in any particular industry, but at times it may be heavily invested in a particular economic sector. This may result in greater short-term price volatility.

Fund Size ($ in millions)

Total fund net assets for all share classes1634
Number of holdings110
$ in millions


Russell 1000® Growth Index100%

Sub-Adviser Composite

Brown Advisory20%
ClearBridge Investments30%
Loomis, Sayles & Company30%
Sands Capital Management20%


The chart above places the funds in a general risk/reward order according to the historical risk and performance characteristics based on the types of securities in which they invest. It is intended to be a general guide of the risk/reward potential of the funds. There is no guarantee past trends will continue.

Portfolio composition subject to change at any time.