The chart assumes that all dividends during a year are reinvested semi-annually. In addition, the portfolio's performance will vary from that of investing in the Total Target strategy stocks because it may not be invested equally in these stocks and may not be fully invested at all times. It is important to note that the strategy may underperform the combined indices in certain years and may produce negative results. There may be tax consequences unless units are purchased in an IRA or other qualified plan. The Total Target strategy returns take into consideration annual sales charges, fees and expenses, but not taxes.
Past performance is no guarantee of future results.
The portfolio's objective is to offer enhanced performance over a pure value strategy while reducing the potential risk of a pure growth strategy. We also believe that this may provide investors with a better opportunity to succeed regardless of which investment style prevails moving forward. Owning a diversified portfolio of primarily large capitalization companies helps reduce risk. Three disciplined strategies , that when combined, target price momentum, technology, and companies employing stock buy back programs. With the Total Target Strategy investors have the ability to capture the broader market - a convenient blend of old and new economy stocks.