Specialty Products
| Equal-Weighted S & P 500 Index Fund: Consists of the S&P 500 index stocks, held at equal weights of 0.2%. Portfolio rebalance to equal-weights occurs quarterly. Annual turnover rate of 20 – 30%. Available separately managed or commingled. |
| Completeness Fund: Customized strategy. Please contact Marketing Director for additional information. |
| Customized Portfolios: Tailored by client request for any domestic-equity or fixed-income universe. Examples include: Sudan-Free, Tobacco-Free, Socially Responsible, Tax-Efficient etc. |
| Equal-Weighted Small Cap Growth Index Fund: Disciplined exposure to small-cap universe with excellent return potential. Risk is comparable to that of the S&P 600 Growth Index and lower than that of the Russell 2000 Index. Annual turnover rate is 20 – 30%. |
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