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Performance Comparisons

Fund Highlights

In order to "qualify" for the Lipper Highlights, a Fund must outperform its peer group median for each time period that it is ranked. 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.

4Q Benchmark Comparison (475 KB, PDF)

Benchmark Comparison

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