SlideShare a Scribd company logo
1 of 11
The power of 4ward Thinking
• Four funds that can help you diversify
  your portfolio.

• Choose a combination of funds that fits your
  personal financial goals and long-term objectives.

• Add breadth and balance to your portfolio as you
  focus
  on what lies ahead.
Targeting future growth trends
• A focus on investment themes and trends that may
  propel the U.S. economy in the future.
• These trends include an aging population in America
  and a productivity revolution.
Seeking high monthly
income through tax-advantaged yields*
• High current income potential

• Lower relative risk
• Strong growth potential




* Certain investors may also be subject to the federal alternative minimum tax (AMT) as well as state and local taxes.
Providing a solid core
• Any asset allocation strategy may benefit from
  a core bond holding.
• Diversified fund of high quality fixed income
  investments

• Regular income potential balances stock market
  volatility.
Portfolio
A multi-cap approach


                                                                                                              Core
                                                                                                              Juice
 40%




                                                                                           60%




Portfolio holdings are subject to change. These percentages are not mandated by prospectus and can change at any time.
Performance
Average annual returns as of 3/31/02

                                                                           Since inception
                              1 year                  5 years   10 years      (4/29/68)
 A                             -9.05%                  9.88%    10.52%         10.31%
 A @ NAV                       -3.50                  11.18     11.17          10.51
 B                             -9.00                  10.08     10.39          10.28
 B @ NAV                       -4.21                  10.35     10.39          10.28
 C                              6.12                  10.34     10.41          10.28
 C @ NAV                       -4.20                  10.34     10.41          10.28
Past performance is no guarantee of future results.
Process
  1. Universe selection
        Yields 1,000 stocks

  2. Quantitative analysis
        Yields 500 stocks

  3. Fundamental research
        Yields 200 stocks

  4. Disciplined portfolio management
        Yields a select group of 30 – 40 stocks

There is no prospectus limitation as to stocks held in the portf olio. The fund is a diversified fund.
Performance
Average annual returns as of 3/31/02

                                                                            Since inception
                                1 year                 5 years                 (4/29/92)
 A                            -11.07%                   10.10%                         11.20%
 A @ NAV                         -5.65                  11.41                          11.87
 B                            -11.05                    10.76                          11.68
 B @ NAV                         -6.37                  11.03                          11.68
 C                               -8.24                  10.55                          11.05
 C @ NAV                         -6.37                  10.55                          11.05

Past performance is no guarantee of future results. Historical performance shown for Class B prior to its inception is based on the
performance of Class A, the original class offered along with Class C.
Performance
Average annual returns as of 3/31/02
                                                                                                      Since inception
                                1 year                  5 years                10 years                  (3/21/85)
 A                               -0.40%                    3.76%                    5.25%                         6.31%
 A @ NAV                          4.54                     4.78                     5.77                          6.61
 B                               -1.23                     3.66                     5.18                          6.27
 B @ NAV                          3.76                     3.98                     5.18                          6.27
 C                                1.76                     3.98                     5.18                          6.26
 C @ NAV                          3.76                     3.98                     5.18                          6.26
Past performance is no guarantee of future results . The investment return and principal value of an investment will fluctuate so that an
investor’s shares, when redeemed, may be worth more or less than their original cost. Performance at NAV excludes the maximum sales
charge of 4.75% for Class A, 5.00% for Class B or 2.00% for Class C.
Performance
Average annual returns as of 3/31/02
                                                                                                      Since inception
                                1 year                  5 years                10 years                  (12/13/90)
 A                               -0.04%                    6.51%                    6.73%                         7.02%
 A @ NAV                           5.00                    7.55                     7.25                          7.48
 B                               -0.62                     7.10                     7.18                          7.42
 B @ NAV                           4.30                    7.40                     7.18                          7.42
 C                                 2.33                    7.40                     7.18                          7.42
 C @ NAV                           4.30                    7.40                     7.18                          7.42
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that an investor’s shares,
when redeemed, may be worth more or less than their original cost.
Growth fund focused on themes that
may propel tomorrow’s economy
• People: Managed by growth stock specialists

• Process: Top-down and bottom-up approaches with
  a tight focus on exceptional earnings
• Portfolio: Multi-cap approach

• Performance: Solid 34-year track record




Past performance is no guarantee of future results.

More Related Content

Viewers also liked

Debt By Plastic Emily
Debt By Plastic  EmilyDebt By Plastic  Emily
Debt By Plastic EmilyDebbyP
 
2008 Economic Crisis Assembly Presentation.97
2008 Economic Crisis Assembly Presentation.972008 Economic Crisis Assembly Presentation.97
2008 Economic Crisis Assembly Presentation.97DebbyP
 
Us.1.The Carribean Colonial
Us.1.The Carribean  ColonialUs.1.The Carribean  Colonial
Us.1.The Carribean ColonialDebbyP
 
Us.1.Am.2.10
Us.1.Am.2.10Us.1.Am.2.10
Us.1.Am.2.10DebbyP
 
4WARD Project
4WARD Project4WARD Project
4WARD Projectsmdx
 
Us.1.Amendments 7 & 8
Us.1.Amendments 7 & 8Us.1.Amendments 7 & 8
Us.1.Amendments 7 & 8DebbyP
 
Codemotion 2014 4ward time series with MongoDB
Codemotion 2014 4ward time series with MongoDBCodemotion 2014 4ward time series with MongoDB
Codemotion 2014 4ward time series with MongoDBIvan Fioravanti
 
U.S.2.The Gilded Age (1877 1900)
U.S.2.The Gilded Age (1877 1900)U.S.2.The Gilded Age (1877 1900)
U.S.2.The Gilded Age (1877 1900)DebbyP
 

Viewers also liked (12)

Pptsample2
Pptsample2Pptsample2
Pptsample2
 
Debt By Plastic Emily
Debt By Plastic  EmilyDebt By Plastic  Emily
Debt By Plastic Emily
 
Samples
SamplesSamples
Samples
 
Botoxcharts
BotoxchartsBotoxcharts
Botoxcharts
 
2008 Economic Crisis Assembly Presentation.97
2008 Economic Crisis Assembly Presentation.972008 Economic Crisis Assembly Presentation.97
2008 Economic Crisis Assembly Presentation.97
 
Us.1.The Carribean Colonial
Us.1.The Carribean  ColonialUs.1.The Carribean  Colonial
Us.1.The Carribean Colonial
 
Us.1.Am.2.10
Us.1.Am.2.10Us.1.Am.2.10
Us.1.Am.2.10
 
4WARD Project
4WARD Project4WARD Project
4WARD Project
 
4 w mobility-wpmc2008-final
4 w mobility-wpmc2008-final4 w mobility-wpmc2008-final
4 w mobility-wpmc2008-final
 
Us.1.Amendments 7 & 8
Us.1.Amendments 7 & 8Us.1.Amendments 7 & 8
Us.1.Amendments 7 & 8
 
Codemotion 2014 4ward time series with MongoDB
Codemotion 2014 4ward time series with MongoDBCodemotion 2014 4ward time series with MongoDB
Codemotion 2014 4ward time series with MongoDB
 
U.S.2.The Gilded Age (1877 1900)
U.S.2.The Gilded Age (1877 1900)U.S.2.The Gilded Age (1877 1900)
U.S.2.The Gilded Age (1877 1900)
 

Similar to Samp5

Banco ABC - 4th Quarter 2007 Earnings Presentation
Banco ABC - 4th Quarter 2007 Earnings PresentationBanco ABC - 4th Quarter 2007 Earnings Presentation
Banco ABC - 4th Quarter 2007 Earnings PresentationBanco ABC Brasil
 
Axis%20 bank ru1qfy2012-220711
Axis%20 bank ru1qfy2012-220711Axis%20 bank ru1qfy2012-220711
Axis%20 bank ru1qfy2012-220711Angel Broking
 
Raytheon Reports 2006 Second Quarter Results
Raytheon Reports 2006 Second Quarter ResultsRaytheon Reports 2006 Second Quarter Results
Raytheon Reports 2006 Second Quarter Resultsfinance12
 
raytheon Q2 Earnings Presentation
	raytheon Q2 Earnings Presentation	raytheon Q2 Earnings Presentation
raytheon Q2 Earnings Presentationfinance12
 
raytheon Investor Conference Presentation - Afternoon Session
raytheon	Investor Conference Presentation - Afternoon Sessionraytheon	Investor Conference Presentation - Afternoon Session
raytheon Investor Conference Presentation - Afternoon Sessionfinance12
 
SLM Q108EarningsPresentation
SLM  Q108EarningsPresentationSLM  Q108EarningsPresentation
SLM Q108EarningsPresentationfinance42
 
Navitas FY13 Interim results presentation
Navitas FY13 Interim results presentationNavitas FY13 Interim results presentation
Navitas FY13 Interim results presentationNavitas
 
Q1-2017 Management Investor Presentation
Q1-2017 Management Investor PresentationQ1-2017 Management Investor Presentation
Q1-2017 Management Investor PresentationRioCan
 
RVP 2011 Q1 Letter
RVP 2011 Q1 LetterRVP 2011 Q1 Letter
RVP 2011 Q1 Letterbgcallahan
 
energy future holindings xu_050206
energy future holindings xu_050206energy future holindings xu_050206
energy future holindings xu_050206finance29
 
energy future holindings txu_050206
energy future holindings txu_050206energy future holindings txu_050206
energy future holindings txu_050206finance29
 
3 q11 conference call presentation
3 q11 conference call presentation3 q11 conference call presentation
3 q11 conference call presentationBancoABCRI
 
3Q08 Presentation
3Q08 Presentation 3Q08 Presentation
3Q08 Presentation Gafisa RI !
 

Similar to Samp5 (20)

Banco ABC - 4th Quarter 2007 Earnings Presentation
Banco ABC - 4th Quarter 2007 Earnings PresentationBanco ABC - 4th Quarter 2007 Earnings Presentation
Banco ABC - 4th Quarter 2007 Earnings Presentation
 
Earnings Release Report 1Q10
Earnings Release Report 1Q10Earnings Release Report 1Q10
Earnings Release Report 1Q10
 
Earnings Release Report 4Q10
Earnings Release Report 4Q10Earnings Release Report 4Q10
Earnings Release Report 4Q10
 
Axis%20 bank ru1qfy2012-220711
Axis%20 bank ru1qfy2012-220711Axis%20 bank ru1qfy2012-220711
Axis%20 bank ru1qfy2012-220711
 
Raytheon Reports 2006 Second Quarter Results
Raytheon Reports 2006 Second Quarter ResultsRaytheon Reports 2006 Second Quarter Results
Raytheon Reports 2006 Second Quarter Results
 
raytheon Q2 Earnings Presentation
	raytheon Q2 Earnings Presentation	raytheon Q2 Earnings Presentation
raytheon Q2 Earnings Presentation
 
Q3 2009 Earning Report of General Electric
Q3 2009 Earning Report of General ElectricQ3 2009 Earning Report of General Electric
Q3 2009 Earning Report of General Electric
 
raytheon Investor Conference Presentation - Afternoon Session
raytheon	Investor Conference Presentation - Afternoon Sessionraytheon	Investor Conference Presentation - Afternoon Session
raytheon Investor Conference Presentation - Afternoon Session
 
Earnings Release Report 2Q10
Earnings Release Report 2Q10Earnings Release Report 2Q10
Earnings Release Report 2Q10
 
SLM Q108EarningsPresentation
SLM  Q108EarningsPresentationSLM  Q108EarningsPresentation
SLM Q108EarningsPresentation
 
Navitas FY13 Interim results presentation
Navitas FY13 Interim results presentationNavitas FY13 Interim results presentation
Navitas FY13 Interim results presentation
 
Q1-2017 Management Investor Presentation
Q1-2017 Management Investor PresentationQ1-2017 Management Investor Presentation
Q1-2017 Management Investor Presentation
 
Zargon q12012may142012r5ch
Zargon q12012may142012r5chZargon q12012may142012r5ch
Zargon q12012may142012r5ch
 
RVP 2011 Q1 Letter
RVP 2011 Q1 LetterRVP 2011 Q1 Letter
RVP 2011 Q1 Letter
 
Carfinco mar13presentation
Carfinco mar13presentationCarfinco mar13presentation
Carfinco mar13presentation
 
energy future holindings xu_050206
energy future holindings xu_050206energy future holindings xu_050206
energy future holindings xu_050206
 
energy future holindings txu_050206
energy future holindings txu_050206energy future holindings txu_050206
energy future holindings txu_050206
 
3 q11 conference call presentation
3 q11 conference call presentation3 q11 conference call presentation
3 q11 conference call presentation
 
3Q07 Presentation
3Q07 Presentation3Q07 Presentation
3Q07 Presentation
 
3Q08 Presentation
3Q08 Presentation 3Q08 Presentation
3Q08 Presentation
 

More from SkyeCreativeMedia (20)

Bloomberg
BloombergBloomberg
Bloomberg
 
Maltercharts
MalterchartsMaltercharts
Maltercharts
 
Pptsample5
Pptsample5Pptsample5
Pptsample5
 
Pptsample4
Pptsample4Pptsample4
Pptsample4
 
Pptsample3
Pptsample3Pptsample3
Pptsample3
 
Pptsample1
Pptsample1Pptsample1
Pptsample1
 
Master sample deck
Master sample deckMaster sample deck
Master sample deck
 
Template4
Template4Template4
Template4
 
Template3
Template3Template3
Template3
 
Template2
Template2Template2
Template2
 
Dots template1
Dots template1Dots template1
Dots template1
 
Sample0208 1
Sample0208 1Sample0208 1
Sample0208 1
 
Sample0208 5
Sample0208 5Sample0208 5
Sample0208 5
 
Medical Sample 9
Medical  Sample 9Medical  Sample 9
Medical Sample 9
 
Medical Sample 8
Medical  Sample 8Medical  Sample 8
Medical Sample 8
 
Medical Sample 23
Medical  Sample 23Medical  Sample 23
Medical Sample 23
 
Medical Sample 5
Medical  Sample 5Medical  Sample 5
Medical Sample 5
 
Samp2
Samp2 Samp2
Samp2
 
Samp3
Samp3Samp3
Samp3
 
Samp4
Samp4Samp4
Samp4
 

Recently uploaded

Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance CompanyInterimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance CompanyTyöeläkeyhtiö Elo
 
Quantitative Analysis of Retail Sector Companies
Quantitative Analysis of Retail Sector CompaniesQuantitative Analysis of Retail Sector Companies
Quantitative Analysis of Retail Sector Companiesprashantbhati354
 
(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...ranjana rawat
 
Bladex Earnings Call Presentation 1Q2024
Bladex Earnings Call Presentation 1Q2024Bladex Earnings Call Presentation 1Q2024
Bladex Earnings Call Presentation 1Q2024Bladex
 
High Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur Escorts
High Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur EscortsHigh Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur Escorts
High Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur Escortsranjana rawat
 
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...ranjana rawat
 
Lundin Gold April 2024 Corporate Presentation v4.pdf
Lundin Gold April 2024 Corporate Presentation v4.pdfLundin Gold April 2024 Corporate Presentation v4.pdf
Lundin Gold April 2024 Corporate Presentation v4.pdfAdnet Communications
 
VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...
VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...
VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...Suhani Kapoor
 
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130  Available With RoomVIP Kolkata Call Girl Serampore 👉 8250192130  Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Roomdivyansh0kumar0
 
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur EscortsCall Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escortsranjana rawat
 
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...Call Girls in Nagpur High Profile
 
How Automation is Driving Efficiency Through the Last Mile of Reporting
How Automation is Driving Efficiency Through the Last Mile of ReportingHow Automation is Driving Efficiency Through the Last Mile of Reporting
How Automation is Driving Efficiency Through the Last Mile of ReportingAggregage
 
(TANVI) Call Girls Nanded City ( 7001035870 ) HI-Fi Pune Escorts Service
(TANVI) Call Girls Nanded City ( 7001035870 ) HI-Fi Pune Escorts Service(TANVI) Call Girls Nanded City ( 7001035870 ) HI-Fi Pune Escorts Service
(TANVI) Call Girls Nanded City ( 7001035870 ) HI-Fi Pune Escorts Serviceranjana rawat
 
Stock Market Brief Deck for 4/24/24 .pdf
Stock Market Brief Deck for 4/24/24 .pdfStock Market Brief Deck for 4/24/24 .pdf
Stock Market Brief Deck for 4/24/24 .pdfMichael Silva
 
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...Pooja Nehwal
 
Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...
Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...
Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...shivangimorya083
 
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikHigh Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikCall Girls in Nagpur High Profile
 
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779Best VIP Call Girls Noida Sector 18 Call Me: 8448380779
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779Delhi Call girls
 

Recently uploaded (20)

Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance CompanyInterimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
 
Quantitative Analysis of Retail Sector Companies
Quantitative Analysis of Retail Sector CompaniesQuantitative Analysis of Retail Sector Companies
Quantitative Analysis of Retail Sector Companies
 
Monthly Economic Monitoring of Ukraine No 231, April 2024
Monthly Economic Monitoring of Ukraine No 231, April 2024Monthly Economic Monitoring of Ukraine No 231, April 2024
Monthly Economic Monitoring of Ukraine No 231, April 2024
 
(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
 
Bladex Earnings Call Presentation 1Q2024
Bladex Earnings Call Presentation 1Q2024Bladex Earnings Call Presentation 1Q2024
Bladex Earnings Call Presentation 1Q2024
 
High Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur Escorts
High Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur EscortsHigh Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur Escorts
High Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur Escorts
 
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
 
Lundin Gold April 2024 Corporate Presentation v4.pdf
Lundin Gold April 2024 Corporate Presentation v4.pdfLundin Gold April 2024 Corporate Presentation v4.pdf
Lundin Gold April 2024 Corporate Presentation v4.pdf
 
VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...
VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...
VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...
 
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130  Available With RoomVIP Kolkata Call Girl Serampore 👉 8250192130  Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Room
 
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur EscortsCall Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
 
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...
 
How Automation is Driving Efficiency Through the Last Mile of Reporting
How Automation is Driving Efficiency Through the Last Mile of ReportingHow Automation is Driving Efficiency Through the Last Mile of Reporting
How Automation is Driving Efficiency Through the Last Mile of Reporting
 
(TANVI) Call Girls Nanded City ( 7001035870 ) HI-Fi Pune Escorts Service
(TANVI) Call Girls Nanded City ( 7001035870 ) HI-Fi Pune Escorts Service(TANVI) Call Girls Nanded City ( 7001035870 ) HI-Fi Pune Escorts Service
(TANVI) Call Girls Nanded City ( 7001035870 ) HI-Fi Pune Escorts Service
 
Stock Market Brief Deck for 4/24/24 .pdf
Stock Market Brief Deck for 4/24/24 .pdfStock Market Brief Deck for 4/24/24 .pdf
Stock Market Brief Deck for 4/24/24 .pdf
 
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
 
Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...
Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...
Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...
 
Veritas Interim Report 1 January–31 March 2024
Veritas Interim Report 1 January–31 March 2024Veritas Interim Report 1 January–31 March 2024
Veritas Interim Report 1 January–31 March 2024
 
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikHigh Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
 
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779Best VIP Call Girls Noida Sector 18 Call Me: 8448380779
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779
 

Samp5

  • 1. The power of 4ward Thinking • Four funds that can help you diversify your portfolio. • Choose a combination of funds that fits your personal financial goals and long-term objectives. • Add breadth and balance to your portfolio as you focus on what lies ahead.
  • 2. Targeting future growth trends • A focus on investment themes and trends that may propel the U.S. economy in the future. • These trends include an aging population in America and a productivity revolution.
  • 3. Seeking high monthly income through tax-advantaged yields* • High current income potential • Lower relative risk • Strong growth potential * Certain investors may also be subject to the federal alternative minimum tax (AMT) as well as state and local taxes.
  • 4. Providing a solid core • Any asset allocation strategy may benefit from a core bond holding. • Diversified fund of high quality fixed income investments • Regular income potential balances stock market volatility.
  • 5. Portfolio A multi-cap approach Core Juice 40% 60% Portfolio holdings are subject to change. These percentages are not mandated by prospectus and can change at any time.
  • 6. Performance Average annual returns as of 3/31/02 Since inception 1 year 5 years 10 years (4/29/68) A -9.05% 9.88% 10.52% 10.31% A @ NAV -3.50 11.18 11.17 10.51 B -9.00 10.08 10.39 10.28 B @ NAV -4.21 10.35 10.39 10.28 C 6.12 10.34 10.41 10.28 C @ NAV -4.20 10.34 10.41 10.28 Past performance is no guarantee of future results.
  • 7. Process 1. Universe selection Yields 1,000 stocks 2. Quantitative analysis Yields 500 stocks 3. Fundamental research Yields 200 stocks 4. Disciplined portfolio management Yields a select group of 30 – 40 stocks There is no prospectus limitation as to stocks held in the portf olio. The fund is a diversified fund.
  • 8. Performance Average annual returns as of 3/31/02 Since inception 1 year 5 years (4/29/92) A -11.07% 10.10% 11.20% A @ NAV -5.65 11.41 11.87 B -11.05 10.76 11.68 B @ NAV -6.37 11.03 11.68 C -8.24 10.55 11.05 C @ NAV -6.37 10.55 11.05 Past performance is no guarantee of future results. Historical performance shown for Class B prior to its inception is based on the performance of Class A, the original class offered along with Class C.
  • 9. Performance Average annual returns as of 3/31/02 Since inception 1 year 5 years 10 years (3/21/85) A -0.40% 3.76% 5.25% 6.31% A @ NAV 4.54 4.78 5.77 6.61 B -1.23 3.66 5.18 6.27 B @ NAV 3.76 3.98 5.18 6.27 C 1.76 3.98 5.18 6.26 C @ NAV 3.76 3.98 5.18 6.26 Past performance is no guarantee of future results . The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Performance at NAV excludes the maximum sales charge of 4.75% for Class A, 5.00% for Class B or 2.00% for Class C.
  • 10. Performance Average annual returns as of 3/31/02 Since inception 1 year 5 years 10 years (12/13/90) A -0.04% 6.51% 6.73% 7.02% A @ NAV 5.00 7.55 7.25 7.48 B -0.62 7.10 7.18 7.42 B @ NAV 4.30 7.40 7.18 7.42 C 2.33 7.40 7.18 7.42 C @ NAV 4.30 7.40 7.18 7.42 Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.
  • 11. Growth fund focused on themes that may propel tomorrow’s economy • People: Managed by growth stock specialists • Process: Top-down and bottom-up approaches with a tight focus on exceptional earnings • Portfolio: Multi-cap approach • Performance: Solid 34-year track record Past performance is no guarantee of future results.