Large Cap Core

Summary

For those investors who are seeking a low cost, disciplined approach to investing in equities, this may be the fund for you. It seeks long term growth of capital and dividend income and invests primarily in a broadly diversified portfolio of established, large-cap companies. In managing the Fund, your investment management team attempts to achieve the Fund's objective by overweighting those stocks that it believes will outperform the S&P 500® Index and underweighting those stocks that it believes will under-perform the S&P 500 Index.

Fund Objective

The Fund seeks long-term growth of capital. Any income received is incidental to this objective.

Fund Strategy

• Use a multi-factor proprietary quantitative stock selection model with the goal of providing additional total return versus the S&P 500 Index.
• Create a portfolio with risk, style, and characteristics similar to the S&P 500 Index while potentially providing excess returns by overweighting or underweighting stocks that have the potential to achieve the Fund's objective.
• Sell securities when they are no longer attractive based upon evaluation criteria, such as valuation, price momentum and earnings quality.

Investor Profile

If you're seeking a low cost, disciplined approach to investing in equities, this fund may be appropriate for you. It seeks long term growth of capital and dividend income and invests primarily in a broadly diversified portfolio of established, large-cap companies. The Fund is intended for use as a core equity investment.

Risk/Reward Potential