|7337 E. Doubletree Ranch Rd, Suite 100 , Scottsdale, AZ 85258|
|Fund Manager||Team Managed|
The Portfolio seeks long-term capital appreciation. Under normal market conditions, the Portfolio invests primarily inequity securities of issuers located throughout the world that it believes have, among other things, sustainable competitive advantages, capable management and financial strength. The Portfolio may invest in securities of companies of any market capitalization. The sub-adviser (Sub-Adviser) emphasizes individual stock selection and seeks to identify under valued securities of issuers located through out the world, including both developed and emerging market countries. Under normal market conditions, the Portfolio invests in securities of issuers from a number of different countries, including the United States.
|Asset Type||% Of Allocation|
|Total Net Assets||120.61 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of n/a||Average Annual Current Performance Quarterly As Of n/a||Avg Annual Current Performance Monthly As Of n/a||Avg Annual Current Performance Quarterly As Of n/a|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|PM||PHILIP MORRIS INTERNATIONAL||8.34%|
|RB.L||RECKITT BENCKISER GROUP||7.90%|
|PG||PROCTER & GAMBLE CO||4.69%|
|BAX||BAXTER INTERNATIONAL INC||4.49%|
|ADP||AUTOMATIC DATA PROCESSING IN||4.38%|
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