|P. O. Box 219078 , Kansas City, MO 64121|
|Fund Manager||Team Managed|
The Fund s investment objective is to seek total return. The Fund invests mainly in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the future. The Fund emphasizes investments in companies that are expected to grow their dividends over time. Under normal market conditions, the Fund will invest at least 80% of its net assets in securities of companies that the portfolio managers expect to experience dividend growth, including companies that currently pay dividends and are expected to increase them and companies that do not currently pay dividends but are expected to begin paying them in the near future, and in derivatives and other instruments that have economic characteristics similar to such securities. The Fund can invest in issuers in all capitalization ranges. Currently, the Fund s stock investments are focused on large-cap issuers, but that emphasis can change over time. While the Fund mainly invests in common stocks of U.S. companies, it may also invest in other securities, including foreign stocks, fixed-income instruments, convertible securities, preferred stocks, and derivatives such as covered call options. In selecting investments for the Fund, the Fund uses a bottom up approach that focuses on the fundamental prospects of individual companies and issuers. The Fund mainly seeks companies that are believed to possess durable advantages relative to competitors within its industry, as well as whose managers generally prioritize dividend growth relative to other uses of corporate cash flow.
|Asset Type||% Of Allocation|
|Total Net Assets||323.49 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|
|UNH||UNITEDHEALTH GROUP INC||2.92%|
|JPM||JPMORGAN CHASE & CO||2.78%|
|HD||HOME DEPOT INC||2.60%|
|TMO||THERMO FISHER SCIENTIFIC INC||1.96%|
|UPS||UNITED PARCEL SERVICE||1.91%|
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