|1 North Wacker Drive , Chicago, IL 60606|
|Fund Manager||Team Managed|
Capital appreciation and dividend income. The fund invests primarily in stocks of US companies that are believed to be undervalued. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities issued by large capitalization companies. Large capitalization companies means companies with a total market capitalization within the market capitalization range of the companies in the Russell 1000 Value Index at the time of purchase. The fund seeks income primarily from dividend paying stocks.
|Asset Type||% Of Allocation|
|Total Net Assets||1.03 B|
|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|
|JPM||JPMORGAN CHASE & CO||3.46%|
|JNJ||JOHNSON & JOHNSON||2.89%|
|CSCO||CISCO SYSTEMS INC||2.83%|
|PM||PHILIP MORRIS INTERNATIONAL||2.81%|
|BAC||BANK OF AMERICA CORPORATION||2.43%|
|GD||GENERAL DYNAMICS CORP||2.19%|
|RTX||RAYTHEON TECHNOLOGIES CORPOR||2.15%|
|UNH||UNITEDHEALTH GROUP INC||2.13%|
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