|30 Hudson Street , Jersey City, NJ 07302|
|Fund Manager||Mark A. Whitaker|
|Manager Tenure||6 Months|
The Fund seeks long-term growth of capital. The Fund normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in common stocks. The Fund primarily invests in common stocks of U.S. companies with market capitalizations that, at the time of investment, are similar to companies in the Standard & Poor's 500 Index ("S&P 500 Index ) (which ranged from $4.58 billion to $1,305 billion as of December 31, 2019) and the Russell 1000Index (which ranged from $824 million to $1,305 billion as of December 31, 2019).
|Asset Type||% Of Allocation|
|Total Net Assets||220.28 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|
|SHW||SHERWIN WILLIAMS CO/THE||3.53%|
|WCN||WASTE CONNECTIONS INC NEW||3.50%|
|AMT||AMERICAN TOWER CORP||3.46%|
|COST||COSTCO WHOLESALE CORP||3.44%|
|ODFL||OLD DOMINION FREIGHT LINE||3.40%|
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