The Russell 1000 Growth Index measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values. Please note an investor cannot invest directly in an index.

Source: Lipper, Inc. Lipper rankings are based on cumulative total returns and do not take into account sales charges. If they had, the return would be lower.

Gross operating expenses: Class A: 1.63%; Class C: 3.29%; Class W: 3.70%. Net operating expenses: Class A: 1.63%; Class C: 2.37%; Class W: 1.52%. Pursuant to an Expense Limitation Agreement, the net expense ratio includes the contractual expense cap (Class A: 1.72%; Class C: 2.37%; Class W: 1.52%) and other management fee waivers, as more fully described in the Fund’s prospectus, and it also reflects any acquired fund fees and expenses (“AFFEs”). AFFEs are not subject to the contractual expense cap, which is why the net expense ratio may exceed the contractual expense cap of each respective share class (Class A: 1.72%; Class C: 2.37%; Class W: 1.52%).  The Fund’s contractual fee waiver and expense reimbursement will continue in effect indefinitely, unless terminated by the Board of Directors, including a majority of the Independent Directors.  Waivers and/or reimbursements may be subject to recoupment within two years.

Performance data quoted represents past performance and is not a guarantee of future results. The data assumes reinvestment of all distributions at net asset value. Maximum sales charge (Class A): 5.75%. The Fund’s daily net asset value is not guaranteed and shares are not insured by the FDIC, the Federal Reserve Board or any other agency. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be higher or lower than the original cost. Current performance may be higher or lower than that shown.