Strategy
Investment Objective
The fund seeks long-term capital growth through investments in stocks.
For a complete list of the members of the fund's Investment Advisory Committee, please refer to the fund's prospectus.
Benefits & Risks
- Our investment approach reflects our belief that solid company fundamentals combined with a positive industry outlook will ultimately reward investors with strong investment performance.
- All investments are subject to market risk, including the possible loss of principal.
- Growth investing: Growth stocks tend to be more volatile than certain other types of stocks and their prices may fluctuate more dramatically than the overall stock market.
- Large-cap stocks: Securities issued by large-cap companies tend to be less volatile than securities issued by small- and mid-cap companies. However, large-cap companies may not be able to attain the high growth rates of successful small- and mid-cap companies, especially during strong economic periods, and may be unable to respond as quickly to competitive challenges.
- Foreign investing: Investments in the securities of non-U.S. issuers may be adversely affected by local or regional, political, social, and economic conditions; greater volatility; reduced liquidity; or decreases in foreign currency values relative to the U.S. dollar.
- See the prospectus for more detail on the fund's principal risks.
Investor Profile
For investors seeking to build capital over the long term who can accept the price fluctuations inherent in common stock investing.
Platforms (Investor Class)
Platform | Retail Investor | Institutional Investor |
---|---|---|
Pershing | N/A | NTF |
TD Ameritrade | NTF | NTF |
Schwab | NTF | NTF |
Fidelity | NTF | NTF |
E*Trade | NTF | N/A |
- NTF No Transaction Fee
- TF Transaction Fee
- N/A Not Available