The chart assumes that all dividends received during a year were reinvested semi-annually. It is important to note that the strategy may underperform the index 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 strategy returns take into consideration annual sales charges, fees and expenses, but not taxes.
Past performance is no guarantee of future results.
Rank the companies by market capitalization . The largest half are selected. Screen for Value by selecting the half with lowest price to sales ratios. Screen for growth by identifying the companies with the greatest one-year price appreciation. The top ten are selected for the portfolio.