|90 Hudson St 10th Flr , Jersey City, NJ 07302|
|Fund Manager||Team Managed|
The Funds investment objective is long-term growth of capital and income without excessive fluctuations in market value. Under normal circumstances, the Fund invests at least 80% of its net assets in equity securities of large companies. The Fund invests primarily in equity securities of companies in the Russell 1000 Index that pay dividends and that the portfolio management team believes have the potential for capital appreciation. In selecting investments, the portfolio management team focuses on U.S. companies that pay dividends. The Fund also may invest up to10% of its net assets in securities of foreign companies, including emerging market companies and American Depositary Receipts (ADRs). The Fund defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges. Because ADRs represent exposure to foreign companies, the Fund deems them to be foreign investments even though they trade on U.S. exchanges. Foreign securities may be denominated in the U.S. dollar or other currencies. The Funds principal investments include the following types of securities and other financial instruments.
|Asset Type||% Of Allocation|
|Total Net Assets||82.81 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|
|JPM||JPMORGAN CHASE & CO||3.00%|
|DFS||DISCOVER FINANCIAL SERVICES||2.25%|
|NEE||NEXTERA ENERGY INC||2.23%|
|MPC||MARATHON PETROLEUM CORP||2.18%|
|RTX||RAYTHEON TECHNOLOGIES CORPOR||2.16%|
|HON||HONEYWELL INTL INC||2.06%|
|ALLY||ALLY FINANCIAL INC||1.96%|
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