The investment seeks long-term growth of capital.
The fund invests in growth-oriented common stocks of larger companies by utilizing a highly disciplined, quantitative formula known as the Cornerstone Large Growth Formula (the "Large Growth Formula"). The Large Growth Formula excludes American Depositary Receipts. It purchases 50 stocks as dictated by the Large Growth Formula, weighted equally by dollar amount, with 2% of the portfolio's assets invested in each. Using the Large Growth Formula, the universe of stocks is re-screened and the portfolio is rebalanced annually, generally in the winter.
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