Fiscal Year End
|| Large Growth
The objective is long-term capital growth and, secondarily, increasing dividend income through investments in the common stocks of well-established growth companies.
To invest at least 80% of net assets in the common stocks of a diversified group of growth companies. We mostly seek investments in companies that have the ability to pay increasing dividends through strong cash flow.
Individuals seeking to build capital over the long term who can accept the price fluctuations inherent in common stock investing. Appropriate for both regular and tax-deferred accounts, such as IRAs.
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This fund provides long-term capital appreciation potential by focusing on established growth companies with proven performance records. These companies are typically financially sound and represent a wide variety of industries. To enhance return potential, the fund also has the ability to invest in foreign companies.
Because of the higher valuations/lower dividend yields of growth stocks, fund prices could decline further in down markets than non-growth-focused funds. Any foreign holdings would be subject to risks inherent in non-U.S. securities, including currency fluctuations.