Strategy

Investment Objective

The fund seeks to maximize after-tax growth of capital through investments primarily in common stocks.

US Mutual Fund Vendor Indices Disclaimers

For a complete list of the members of the fund's Investment Advisory Committee, please refer to the fund's prospectus.

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'Fund Manager Tenure' refers to the number of years managing the fund.  In the case of co-portfolio management, the longer tenure is displayed.

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'Net Assets' figure applies to all share classes.

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