Objective And StrategyObjective
Reasonable income and capital growth.
Invests primarily in a large-cap portfolio that diversifies across all sectors of the S&P 500. Follows a value style of investing, seeking high quality securities selling at substantial discounts to their intrinsic values. Uses fundamental research-driven process and a bottom-up analytic style. Diversified portfolio with approximately 140-150 holdings. Most sectors within 5% of S&P 500 & reg; weighting. Most industries within 3% of S&P 500 & reg; weighting.
* The portfolio invests substantial assets in real estate investment trusts (REITS) that present risks not associated with investing in stock.
Large Cap Core05/2000
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