|865 S Figueroa St , Los Angeles, CA 90017|
|Fund Manager||Craig C. Blum|
|Manager Tenure||17 Years 9 Months|
The Funds investment objective is to seek to provide long-term capital appreciation. Under normal circumstances, the Fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities. If the Fund changes this investment policy, it will notify shareholders in writing at least 60 days in advance of the change. The Fund invests primarily in equity securities of mid- and large-capitalization companies. Equity securities include common and preferred stock; rights, warrants or options to purchase common or preferred stock; securities that may be converted into or exchanged for common or preferred stock, such as convertible preferred stock, convertible debt and Eurodollar convertible securities; equity securities of foreign companies listed on established exchanges, including NASDAQ; American Depository Receipts (ADRs); equity securities of real estate investment trusts (REITs); and other securities with equity characteristics.
|Asset Type||% Of Allocation|
|Total Net Assets||167.98 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$500|
|Timeframe||Average Annual Current Performance Monthly As Of 09/30/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 09/30/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
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