|P. O. Box 219078 , Kansas City, MO 64121|
|Fund Manager||Ronald J. Zibelli Jr.|
|Manager Tenure||9 Months|
The Fund s investment objective is to seek capital appreciation. The Fund mainly invests in common stocks of growth companies. Growth companies are companies whose earnings and stock prices are expected to increase at a faster rate than the overall market. These may be newer companies or established companies of any capitalization range that the portfolio managers believe may appreciate in value over the long term. The Fund primarily invests in securities of U.S. issuers but may also invest in foreign securities. The Fund may also invest up to 10% of its net assets in emerging countries, i.e., those that are in the early stages of their industrial cycles. The portfolio managers look for growth companies with stock prices that they believe are reasonable in relation to overall stock market valuations. In seeking broad diversification of the Fund s portfolio among industries and market sectors, the portfolio managers focus on a number of factors that may vary in particular cases and over time. Currently, the portfolio managers look for: companies in business areas that have above-average growth potential; companies with growth rates that the portfolio managers believe are sustainable over time; stocks with reasonable valuations relative to their growth potential. The Fund may sell the stocks of companies that the portfolio managers believe no longer meet the above criteria, but is not required to do so.
|Asset Type||% Of Allocation|
|Total Net Assets||221.40 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$250|
|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|
|AMZN||AMAZON COM INC||8.72%|
|GOOG||ALPHABET INC CLASS C||6.06%|
|PYPL||PAYPAL HOLDINGS INC||3.86%|
|UNH||UNITEDHEALTH GROUP INC||2.18%|
|AMAT||APPLIED MATERIALS INC||2.09%|
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