Past performance does not guarantee future results. Investing involves risk, including the possibility of loss. The risks specific to any particular fund listed can be found in the prospectus and by clicking on the fund name.
Some fees may be contractually waived for certain funds listed (as noted in the prospectus) and absent the waiver the rating(s) may be lower.
The Overall Morningstar Rating™ is based on a weighted average of the star ratings assigned to a fund's three-, five-, and 10-year (as applicable) time periods.
The Morningstar Rating™ for funds, or “star rating”, is based on past performance, which is no guarantee of future results and investing involves risk including the possibility of loss. This proprietary rating is calculated for managed products (including mutual funds and exchange-traded funds) with at least a three-year history. Open-ended mutual funds and exchange-traded funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
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Please consider the investment objectives, risks, charges, and expenses of any fund carefully before investing. Contact Eagle Fund Services at 1.800.421.4184 or your financial advisor for a prospectus, which contains this and other important information about the funds. Read the prospectus carefully before you invest or send money.
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