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| SM&R
Growth Fund Overview |
[Funds
Information] |
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Fund Objective
The SM&R Growth Fund seeks to
achieve long-term
capital appreciation by investing in stocks of leading
growth companies.
Fund Investment Strategy
Invests in the stocks of financially sound companies that
have a proven ability to make and sustain a profit over
time. An emphasis on companies with growth potential.
Investor Objective
Suitable for
investors with long-term investment horizons who are
comfortable with increased short-term risk and volatility,
while striving for attractive long-term growth.
For more complete information, click here
Assets Under Management
as of
12/31/09
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$69,472,605.00
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Sectors
for the period ended
12/31/09
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| Information Technology |
21.03% |
| Health Care |
13.04% |
| Industrials |
13.02% |
| Energy |
12.30% |
| Financials |
10.45% |
| Miscellaneous |
7.92% |
| Consumer Staples |
7.38% |
| Consumer Discretionary |
5.00% |
| CP, cash and Other assets-liabilities |
2.70% |
| Telecommunication Services |
2.44% |
| Materials |
2.41% |
| Utilities |
2.31% |
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There is no guarantee that the fund will continue to hold any one particular security
or stay invested in any one particular sector. Holdings are subject to change.
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Investing in funds that specialize in
certain market sectors, market capitalization, or types of securities can be
more risky than other funds. |
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You should consider the
investment objectives, risks, and charges and expenses of the investment
company carefully before investing. Please read the prospectus,
which
contains this and other information about the investment company, carefully
before you invest. |
Contact
Us
For important legal information, click here.
For our privacy statement, click here.
For more information on our Proxy Voting Policies, click here.
For information on our customer identification program,
click here.
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Member FINRA, SIPC
For more information,
please visit
www.finra.org or
www.sipc.org
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