• Domestic Small-and-Mid-Cap

    Great America Fund

    Morningstar Rating Applies to investor class shares only. Based on risk-adjusted returns, as of 03/31/2015, out of 655 Mid-Cap Growth Funds.

    Fund Facts

    • Domestic small and mid cap (SMID) equity fund
    • Bottom up, value strategy
    • Seeks long term capital appreciation
    • 100% domestic investments
  • Global Multi-Cap

    Independence Fund

    Morningstar Rating Applies to investor class shares only. Based on risk-adjusted returns, as of 03/31/2015, out of 702 World Stock Funds.

    Fund Facts

    • Global "go anywhere" multi cap equity fund
    • Bottom up, value strategy
    • Seeks long-term capital appreciation
    • Approximately 50% non-U.S. investments
  • International Multi-Cap

    Epic Voyage Fund

    Fund Facts

    • International “go anywhere” multi cap equity fund
    • Bottom up, value strategy
    • Seeks long term capital appreciation
    • 100% international investments

The Overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. As of 03/31/2015, Motley Fool Great America Fund was rated among 655 Mid-Cap Growth funds in the last three years and received a 4-star rating. As of 03/31/2015, Motley Fool Independence Fund was rated among 702 World Stock funds in the last five years and received a 4-star rating. Past performance is no guarantee of future results.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.

The top 10% of funds in each 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.

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