|1295 State St , Springfield, MA 01111|
|Fund Manager||Team Managed|
This Fund seeks to achieve long-term growth of capital and income by investing primarily in a diversified portfolio of equity securities of larger, well-established companies. The Fund invests primarily in stocks of companies that the subadvisers believe are undervalued in the marketplace. While the Fund does not limit its investments to issuers in a particular capitalization range, the subadvisers currently focus on securities of larger size companies. The Fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks, securities convertible into stocks, and other securities, such as warrants and stock rights, whose value is based on stock prices.
|Asset Type||% Of Allocation|
|Total Net Assets||1.55 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|
|WFC||WELLS FARGO & CO||3.31%|
|JPM||JPMORGAN CHASE & CO||3.08%|
|UNH||UNITEDHEALTH GROUP INC||2.71%|
|JNJ||JOHNSON & JOHNSON||2.66%|
|BAC||BANK OF AMERICA CORPORATION||2.54%|
|UPS||UNITED PARCEL SERVICE||2.33%|
|XOM||EXXON MOBIL CORP||1.91%|
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