Level Two: Manager Fact Sheet
Used in the Directed Account Plan Growth Stock Option
as of 3/31/10
This Fund seeks long-term growth of capital through a non-diversified portfolio, generally holding 20 to 30 large capitalization equity securities that in management’s opinion offer attractive growth potential. Because the Fund is not diversified, it may take large position in individual companies, and typically will have substantial allocations to certain economic sectors and industries. The concentrated nature of the Fund’s investment process may also increase its overall risk profile.
Annual Performance
Comparison to Benchmark
* Note
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost.