Fiscal Year End
|| Large Growth
The fund's objective is to provide long-term capital growth.
The fund seeks to maximize after-tax growth of capital by investing primarily in common stocks. The fund expects to have significant investments in technology companies.
The fund is designed for tax-conscious investors who seek capital appreciation and can accept the price volatility inherent in common stock investing, especially the potentially greater price fluctuations of mid- and small-cap companies.
Click on the risk/reward spectrum below to view the funds in that category
This fund pursues the significant return potential of stocks while seeking to reduce the long-term tax burden by investing in a broad range of equities--from mid- and small-caps whose futures appear especially promising, to large companies operating in dynamic industries. In short, it invests in growing firms whose management teams, product lines, and balance sheets--among other measures--bode well for their future prospects.
Fund holdings are subject to market risk, and share prices may be more volatile than those of a fund focusing on slower-growing or cyclical companies.