Fund Description

The fund normally invests primarily in common stocks, with at least 80% of assets in blue chip companies that the adviser views as well-known, well-established and well-capitalized, generally with large or medium market capitalizations. It focuses on companies the adviser believes have above-average growth potential and may invest in domestic and foreign issuers. Security selection uses fundamental analysis of an issuer's financial condition and industry position, along with market and economic conditions. The 80% policy also includes derivatives providing exposure to these investments or related market risk factors.