|P.O. Box 219579 , Kansas City, MO 64121|
|Fund Manager||Team Managed|
The Fund seeks total return with less risk than U.S. equity markets. Under normal market conditions, the Fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in equity securities. Equity securities purchased by the Fund may include the following U.S. exchange-listed securities: common stocks; American Depositary Receipts (â€œADRsâ€), which are securities issued by a U.S. bank that represent interests in foreign equity securities; and interests in real estate investment trusts (â€œREITsâ€). The Fund ordinarily invests in a broadly diversified equity portfolio, while also writing (selling) index call options with an aggregate notional value approximately equal to the market value of the equity portfolio.
|Asset Type||% Of Allocation|
|Total Net Assets||88.95 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|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|
|AMZN||AMAZON COM INC||4.15%|
|GOOG||ALPHABET INC CLASS C||2.07%|
|GOOGL||ALPHABET INC CLASS A||2.01%|
|BRK.B||BERKSHIRE HATHAWAY INC CL B||1.61%|
|JPM||JPMORGAN CHASE & CO||1.55%|
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