Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) are invested in equity securities of large market capitalization U.S. companies. These companies have market capitalizations within the market capitalization range of the companies in the Russell 1000 Index at the time of investment.

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AADEX

The fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities of large companies. The Adviser focuses mainly on the equity securities of large domestic and international companies which have market capitalizations equivalent to those included in widely known indices such as the Russell 1000 Value Index, S&P 500 Index, or the large company market capitalization classifications published by Lipper, Inc.

AAUTX

The investment seeks current income, with a secondary objective of capital appreciation. Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) are invested in equity and equity-related investments. The fund’s investments in equity and equity-related investments include U.S. common stocks, ADRs, U.S. dollar-denominated foreign stocks traded on U.S. exchanges, income trusts, MLPs, preferred stocks, and real estate investment trusts (“REITs”). The fund may invest in large- and mid-capitalization companies and will typically hold 30 to 40 issuers.

ABCVX

The fund invests primarily in a diversified portfolio of equity securities of U.S. companies with relatively large market capitalizations that the Adviser believes are undervalued. It invests in companies that are determined by the Adviser to be undervalued using the fundamental value approach of the Adviser. The fundamental value approach seeks to identify a universe of securities that are considered to be undervalued because they are attractively priced relative to their future earnings power and dividend-paying capability.

ABVYX

The fund accepts, in exchange for fund shares, large blocks of individual securities with large unrealized appreciation. This exchange is a non-taxable event. The fund invests primarily in common stocks and convertible securities. It may not invest in other investment companies.

ACEHX

Under normal market conditions, the fund's investment adviser seeks to achieve the fund's investment objective by investing primarily in income-producing equity securities, which include common stocks and convertible securities. It may invest in securities of issuers of all capitalization sizes; however, a substantial number of the issuers in which the fund invests are large-capitalization issuers. The fund may invest up to 25% of its net assets in securities of foreign issuers, which may include depositary receipts.

ACGIX

ACIIX

The investment seeks total return through growth of capital and current income. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest in securities of issuers of any market capitalization; and, a substantial number of the issuers in which the fund invests are large-capitalization issuers. The fund may invest up to 10% of its net assets in real estate investment trusts (REITs).

ACSTX

The investment seeks long-term capital growth. The fund invests primarily in stocks of medium to large companies that the portfolio managers believe are undervalued at the time of purchase. In selecting stocks, the portfolio managers look for companies that are temporarily out of favor in, or whose value is not yet recognized by, the market. To identify these companies, the portfolio managers look for companies with earnings, cash flows and/or assets that may not be reflected accurately in the companies' stock prices.

ACTIX

The investment seeks to provide growth of income and long-term capital appreciation. Under normal circumstances, at least 80% of the assets of the fund will be invested in dividend paying equity securities with attractive dividend growth potential that are selling at discounted valuations at the time of purchase. It will invest predominantly in equity securities of large companies. The Advisor may select companies not domiciled in the U.S. by investing in ADRs limited to 25% of the fund.

ADEIX

The fund seeks to achieve its investment objective by investing principally in equity securities of U.S. and non-U.S. issuers, including common stocks, depositary receipts evidencing ownership of common stocks issued by a foreign issuer ("ADRs"), preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks (e.g., rights, warrants, and options) of companies the Adviser believes are undervalued by the equity market based on the Adviser's assessment of the company.

ADLVX

Under normal circumstances, the fund will invest in at least 80% of its net assets in equity securities of companies of any size including small, mid and large-capitalization companies. The fund's investments in equity securities may include common stock, preferred securities and convertible securities. While the fund invests primarily in equity securities of U.S. issuers, it may invest in securities of foreign issuers, including those in emerging markets, in keeping with the fund's investment objective, is not expected to exceed 20% of its net assets.

ADVGX

The American Mutual Fund (AFMFX) is an actively managed mutual fund managed by American Funds. It follows a conservative growth and income investment strategy aiming to provide investors with some level of capital appreciation while also generating income through dividends.

AFMFX typically invests in well-established companies with solid balance sheets and a history of consistently paying dividends to achieve its goals. These companies may be less volatile and more resilient to market downturns, which can help provide some downside protection for the fund. The fund may also invest in a variety of sectors and industries, with the goal of diversifying its portfolio and mitigating risk.

AFMFX

The fund invests primarily in equity securities of U.S. companies whose market capitalizations are $3 billion or more, measured at the time of purchase. Equity securities in which the fund may invest include common and preferred stocks, rights and warrants, and securities convertible into equity securities. It may also invest in the securities of other investment companies including ETFs.

AFVLX

The investment seeks long-term capital growth; income is a secondary objective. Under normal market conditions, the portfolio managers will invest at least 80% of the fund’s assets in securities of large capitalization companies. For purposes of this 80% test, the advisors define large capitalization companies as those with capitalizations within the range of the Russell 1000 Index. In selecting stocks for the fund, the portfolio managers look for companies whose stock price may not adequately reflect the company’s value.

ALVIX

The fund normally invests at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies with large market capitalizations. It normally invests significantly in securities that the portfolio managers expect will generate income (for example, by paying dividends). In addition to common stocks and other equity securities, the fund may invest up to 25% of its assets in REITs and real estate-related investments, and a portion of its assets in non-U.S. securities, including emerging market securities.

ANVIX

The fund’s investment team employs a fundamental investment process to construct a diversified portfolio of equity securities across a broad capitalization range. The team seeks to invest in companies that are undervalued, in solid financial condition and have attractive business economics. The fund may invest up to 30% of its total assets at market value at the time of purchase in securities of non-U.S. issuers (including depositary receipts).

APFWX

The investment seeks to provide high current income and, secondarily, long-term capital appreciation. Under normal conditions, the fund invests at least 80% of its assets in equity securities. It invests in a diversified, all-cap portfolio of income-producing equity securities with yields that the subadviser believes will exceed that of the Russell 3000 Value Index. The fund invests primarily in dividend paying common stocks, publicly traded partnerships ("PTPs"), and real estate investment trusts ("REITs").

ARDEX

Under normal market conditions, the fund seeks to achieve its objective to provide income and, as a secondary focus, long-term capital appreciation, by investing at least 80% of its net assets in equity securities of large-capitalization companies, primarily in dividend-paying equity securities, consisting of common stocks, preferred stocks and shares of beneficial interest of real estate investment trusts ("REITs"). It may invest up to 30% of its total assets in foreign securities.

ARDGX

The investment seeks maximum long-term capital growth. The fund may invest up to 25% of its total assets at market value at the time of purchase in securities of non-U.S. issuers (including depositary receipts). Its investments in non-U.S. securities may include investments in developed markets, as well as emerging and less developed markets. The fund invests in common stocks and other securities of companies across a broad capitalization range.

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