Global Leaders Fund

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As of 8/31/2021

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Global Leaders Fund 3.50% 18.78% 31.52% 19.62% 19.14% 13.86%
MSCI All Country World Index IMI (net) 2.47% 16.05% 30.11% 13.97% 14.15% 11.27%
Morningstar World Large-Stock Growth Category 2.73% 14.20% 28.75% 19.44% 18.51% 13.37%
Morningstar Quartile Ranking in Category----2222
Fund's Ranking / # of Funds in Peer Group----107 / 345122 / 30190 / 25676 / 162
Morningstar Rating------
Expense Ratio (Gross): 1.45%
Expense Ratio (Net): 1.15%

Calendar Year Total Returns

  2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Global Leaders Fund 31.50% 31.57% -8.23% 30.31% 0.62% 2.49% 3.76% 20.86% 17.25% -3.47%
MSCI All Country World Index IMI (net) 16.25% 26.35% -10.08% 23.95% 8.36% -2.19% 3.84% 23.55% 16.38% -7.89%