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Growth Fund

The objective of the Growth Fund is long term capital appreciation. The assets of this fund will normally be invested in equity securities (common stocks and convertibles) and cash equivalents. The Fund is managed with equal emphasis on the following investment styles: large cap value, large cap growth, international, mid cap and small cap. The return expectation is to outperform a benchmark composite of the Standard & Poors 500 Index and the Morgan Stanley Capital International, Europe, Asia, Far East Index.

You would be interested in investing your endowment monies in the Growth Fund if . . .

  • You want the stock market growth potential and are willing to accept more risk in order to seek greater long-term rewards.

  • You are not looking for current income.

  • Your time horizon is 5 - 10 years.

  • You seek a portfolio that will serve as a hedge against inflation.

  • You want exposure to foreign and domestic markets.

  • You want a portfolio with a diversity of investment styles including large cap value, large cap growth, international, and mid-cap.

  • You want full-time, independent professional portfolio management.

Growth of $1,000  

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