|333 West Wacker Drive , Chicago, IL 60606|
|Fund Manager||David Chalupnik|
|Manager Tenure||5 Years 11 Months|
The investment objective of the Fund is long-term growth of capital and income. Under normal market conditions, the Fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities. In selecting securities, the Funds sub-adviser will invest in companies that it believes have the ability to pay above average dividends and finance expected growth and are trading at attractive valuations. The Funds sub-adviser will generally sell a security if the security is no longer expected to meet the sub-advisers dividend or growth expectations or if a better alternative exists in the marketplace.
|Asset Type||% Of Allocation|
|Total Net Assets||409.60 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$2500|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|BAC||BANK OF AMERICA CORPORATION||3.08%|
|PM||PHILIP MORRIS INTERNATIONAL||2.65%|
|CSCO||CISCO SYSTEMS INC||2.62%|
|FIS||FIDELITY NATIONAL INFORMATION||2.28%|
|UNH||UNITEDHEALTH GROUP INC||1.94%|
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