Giant 5 Funds will attempt to gain and maintain 20% exposure to Capital Markets.
Capital Markets
Global Stocks of all Sizes and Styles.
Equity securities of all sizes (large cap, mid cap, small cap), all styles (growth, value), and all world (domestic, international). For example common stock, preferred stock, and warrants.
Size: As defined by morningstar.com
Giant-cap stocks are defined as those that account for the top 40% of the capitalization of each style zone;
Large-cap stocks represent the next 30%;
Mid-cap stocks represent the next 20%;
Small-cap stocks represent the next 7% and
Micro-cap stocks represent the smallest 3%.
Style: As defined by morningstar.com
There are generally five value factors and five growth factors, which are listed below:
You should consider the Fund's investment objectives, risks, charges and expenses carefully before investing. For a prospectus, which contains this and other information about the Giant 5 Funds,
call 1-888-5GIANT5 or click here to download a copy.
Please read it carefully before investing.
