Equity Category
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Aggressive Growth: Seeks maximum capital appreciation by investing primarily in common stocks of companies that are believed to offer rapid growth potential. These funds tend to employ greater-than-average risk strategies than a typical growth fund in an attempt to gain a higher rate of return. Aggressive Growth funds have the flexibility to invest in companies with any capitalization.
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Small Cap - Domestic: Seeks maximum capital appreciation by investing primarily in stocks of domestic small companies, as determined by market capitalization. Typically, capitalizations under $1 billion are classified as small capitalization companies.
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Mid Cap: Seeks long term capital appreciation by investing in stocks of medium size companies, as determined by market capitalization. Typically, capitalizations between $1 billion and $5 billion are ranked as medium capitalization companies.
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Growth - Domestic: Seeks long term capital appreciation by investing primarily in domestic equity securities of any market capitalization. Income is usually incidental.
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Non-U.S. Equity: Invests primarily in non-U.S. securities of any market capitalization. Income is usually incidental.
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Global Equity: Invests primarily in domestic and foreign equity securities of any market capitalization. Income is usually incidental.
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S&P 500 Index: Seeks to provide investment results comparable to that of the Standard & Poor's 500 Composite Index by investing substantially in the securities of, or characteristically similar to those of, the index.
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Emerging Market Equity: Seeks long term capital appreciation by investing primarily in emerging market equity securities. Income is usually incidental.
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Equity - Income: Seeks current income by investing a minimum of 65% of its assets in income-producing equity securities.
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Growth & Income: Seeks both capital appreciation and income primarily by investing in equities with a level or rising dividend stream.