Program Basics

Program Benefits

Summit Householding

1As of 3/31/22. This calculation is based on a hypothetical $500,000 investment in Investor Classes with an average expense ratio of 0.64% (for an annual cost of $3,200) versus I Classes with an average expense ratio of 0.51% (for an annual of cost of $2,550). These expense ratios are net of fee waivers. Fund expenses change over time; please refer to our mutual fund prospectuses or complete information about expenses, fees, and other information to consider before investing.