|875 Third Avenue , New York, NY 10022|
|Fund Manager||Brent Reeder|
|Manager Tenure||14 Years 4 Months|
The fund seeks to provide investment results that, before expenses, correspond to the total return of common stocks publicly traded in the United States, as represented by the Standard & Poors 500 Composite Stock Price Index (S&P 500 Index). Under normal circumstances, the Portfolio intends to invest at least 80% of assets, determined at the time of purchase, in stocks of companies included in the S&P 500 Index and in derivative instruments, such as futures contracts and options, that provide exposure to the stocks of companies in the index. The Portfolios securities are weighted to attempt to make the Portfolios total investment characteristics similar to those of the index as a whole. The Portfolio may also hold-short term debt securities and money market instruments.
|Asset Type||% Of Allocation|
|Total Net Assets||972.32 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|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||4.00%|
|GOOGL||ALPHABET INC CLASS A||1.99%|
|GOOG||ALPHABET INC CLASS C||1.94%|
|BRK.B||BERKSHIRE HATHAWAY INC CL B||1.43%|
|JPM||JPMORGAN CHASE & CO||1.28%|
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