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We offer low-cost mutual funds seeking to deliver consistent returns to help you achieve your financial goals. Over 75% of our funds for individual investors have expense ratios below their peer category averages.
Seeks to provide long-term growth of capital by investing at least 80% of net assets in the common stocks of well established large and medium-sized blue chip growth companies with the potential for above-average earnings growth. Income is a secondary objective. The fund is intended for investors who seek capital appreciation over time and can accept the price volatility inherent in common stock investing. All investments are subject to risk including the possible loss of principal.
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Current mutual fund performance may be lower or higher than the quoted past mutual fund performance, which cannot guarantee future results. Share price, principal value, yield, and return will vary and you may have a gain or loss when you sell your shares. For the most recent month-end mutual fund performance, please click on the name of the fund, above. The performance information shown does not reflect the deduction of redemption fees; if it did, the mutual fund performance would be lower.
All investments involve risk, including possible loss of principal.
Total return figures include changes in principal value, reinvested dividends, and capital gain distributions. For funds less than one year old, the since inception return figure is not annualized and represents an aggregate total return.
The gross expense ratio reflects the fund expenses as stated in the fee table of the fund's prospectus prior to the deduction of any waiver or reimbursement. The net expense ratio reflects fund expenses after the deduction of any waiver or reimbursement. If a fund has an active contractual expense limitation, the expiration date is shown below the gross and net expense ratio values above. Expense ratios are as of the most recent prospectus.
