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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.