Fund Description

The fund invests primarily (at least 65% of total assets) in common stocks of U.S. companies in economic sectors the adviser views as the fastest growing or with the greatest growth potential. It generally follows a growth approach but may opportunistically invest in companies with growth or value characteristics, across all market capitalizations. Stock selection considers factors such as above-average earnings growth versus the Russell 3000 Index, strong fundamentals, effective management, and valuations deemed reasonable relative to prospects. Sector allocations reflect revenue growth and sector contributions to U.S. GDP, and holdings may be concentrated in a single sector. The fund may also invest in foreign stocks.