Fund Description

The fund was incepted in February 2000 and is managed by MEMBERS Capital Advisors. The fund seeks long-term capital appreciation. The fund invests generally in common stocks, securities convertible into common stocks and related equity securities. Under normal market conditions, the fund maintains at least 80% of its assets in these securities. Typically, 60% to 90% of the fund is invested in large capitalization companies (generally over $10 billion of market capitalization). The sub-adviser may invest up to 25% of the fund in mid capitalization companies (generally between $2 billion and $10 billion of market capitalization) and up to 20% in smaller capitalization companies (generally under $2 billion of market capitalization). The fund offers dividends and capital gains both annually.