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Investment Options


What it invests in: Primarily invests in a diversified portfolio of stocks of mid-sized US companies that the investment manager identifies as well positioned for long-term growth, reasonably priced by the market and at an early stage in their profit cycle. Artisan Mid Cap Fund seeks companies that the manager believes hold an established franchise and demonstrate strong growth characteristics. Under normal market con- ditions, the fund invests at least 80% of its net assets in the common stocks of medium-sized companies and the fund defines a medium-sized company as one with a market capitalization larger than the smallest company in the Russell Midcap® Index and no higher than three times the weighted average market capitalization of companies in the index. The fund generally maintains median and weighted average market capitalizations of less than $10 billion. Investments in mid-sized companies may involve greater risks than those in larger, better known com- panies, but may be less volatile than investments in smaller companies. Share price and return will vary.

Who might want to invest:

Someone whose money will be invested over the long term and who is comfortable with the fluctuations of investing in growth stocks.

Someone who wants the diversification and higher potential returns that may be achievable through investing in growth stocks with mid- sized market capitalizations.

Managed by Artisan Partners Limited Partnership, which provided the description for this fund. The Russell Midcap Index is an unmanaged market capitalization-weighted index of 800 medium-capitalization stocks. The stocks are also members of the Russell 1000 Index.

Causeway International Value Fund Institutional Class Fund code: 49219 What it is: An International/Global Equity mutual fund Goal: Seeks to provide long-term growth of capital and income.

What it invests in: Primarily invests in common stocks of developed companies located outside the United States. Normally, the Fund will invest at least 80% of its total assets in at least ten foreign markets and invests the majority of its total assets in companies that pay divi- dends or repurchase their shares. The Fund will follow a value style, seeking to identify stocks believed to be currently undervalued by the market, therefore having prices lower than their true worth. Foreign investments involve greater risk and may offer greater potential returns than U.S. investments. These risks include political and economic uncertainties of foreign countries, as well as the risk of currency fluctua- tions. There is a short-term redemption fee of 2% on share held less than 90 days. Share price and return will vary.

Who might want to invest:

Someone seeking to diversify a portfolio of equity securities to include foreign securities. Someone who can tolerate the increased volatility and currency fluctuations associated with investments in foreign securities. Managed by Causeway Capital Management, LLC which provided the description for this fund.

Cohen & Steers Institutional Realty Shares Institutional Class Fund code: 48790 What it is: A growth and income mutual fund. Goal: Seeks to provide maximum total return through a combination of capital growth and current income.

What it invests in: Primarily invests in stocks of real estate companies, including real estate investment trusts (REITs). These securities pro- vide higher-than-average dividend income and capital growth with reasonable risk. The fund's investments are sensitive to conditions in the real estate industry, such as changing general and local economic, financial, competitive, and environmental conditions. The fund may also invest in the securities of foreign real estate companies. Share price and return will vary.

Who might want to invest:

Someone looking for increased diversification in his or her portfolio by investing in a fund with low correlation to other asset classes. Someone who is looking for exposure to the long-term growth potential of professionally managed real estate securities. Managed by Cohen & Steers Capital Management, Inc., which provided the description for this fund.

Fidelity Asset Manager® 20% Fund code: 00328 What it is: An asset allocation mutual fund.

Goal: Seeks to provide a high level of current income by allocating its assets among stocks, bonds, short-term instruments, and other invest- ments. The fund may also consider the potential for capital appreciation.

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