Performance Comparisons

Fund Highlights

In order to "qualify" for the Lipper Highlights, a Fund will generally have an average ranking in the top third of its peers. The Morningstar Highlights includes only funds with 4- or 5-star Morningstar ratings. These Highlights show I Share performance.

Peer Group Comparisons

Lipper and Morningstar Peer Group comparisons list all of our funds I Shares that are ranked/rated by each agency versus their respective peer groups.

Benchmark Comparison

The Benchmark Comparison lists the I Share performance of all of our funds versus their respective benchmarks.