|90 Hudson St 10th Flr , Jersey City, NJ 07302|
|Fund Manager||Jeff Diamond|
|Manager Tenure||13 Years 3 Months|
The Fund seeks capital appreciation through investments, primarily in equity securities, which are believed to be undervalued in the marketplace. o pursue its objective, under normal conditions, the Fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-sized companies. The Fund may invest up to 10% of its net assets in 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 Fund s principal investments include the following types of securities and other financial instruments.
|Asset Type||% Of Allocation|
|Total Net Assets||207.80 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|
|CITGQ||CIT GROUP INC||2.08%|
|AMP||AMERIPRISE FINANCIAL INC||1.98%|
|PXD||PIONEER NATURAL RESOURCES CO||1.91%|
|EWBC||EAST WEST BANCORP INC||1.86%|
|EEFT||EURONET WORLDWIDE INC||1.70%|
|CFG||CITIZENS FINANCIAL GROUP INC||1.69%|
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