About 80 percent of assets will be in equity securities that have the potential for capital appreciation. The fund's management team looks for companies in new and emerging areas of the economy and companies with distinctive products or promising market conditions. While predominantly invested in domestic stocks, the fund may invest up to 40 percent of the portfolio in foreign stocks. It is suitable for investors who are looking to add greater appreciation potential and who can accept the greater risks of investing in fast growing, smaller companies.
Returns shown here reflect a voluntary waiver of part of the investment management fee.
The waiver will remain in effect until July 1, 2006. If there had been no waiver, total returns would have been lower. Past performance doesn't guarantee comparable returns in the future. Both returns and the value of your invested principal will fluctuate, and at redemption your shares may be worth either more or less than you originally paid.