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Volatility & Returns

Read important investment disclosures
For Class C Shares, this chart tracks the 10-year standard deviation
and 10-year annualized return of the equity funds.
Internal Prompt
Equities
Index S&P 500 Index
Read important investment disclosures

Returns at net asset value (NAV) do not reflect the contingent deferred sales charge (CDSC) (1%) on shares sold within the first year of purchase. If the CDSC had been deducted, the results would have been lower.

Investment results assume all distributions are reinvested and reflect applicable fees and expenses.

Class C shares convert to Class A shares after 8 years. Prior to 6/30/2020, Class C shares converted to Class F-1 shares after 10 years.

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Standard Deviation as of 03/31/2025. Annualized return as of 03/31/2025

Volatility & Return chart is not available for funds less than 10 years old.