SmartGrowth Lipper Optimal Growth Index Fund
Fund Overview | Fund Performance | Fund Management
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| Fund Objective and Investment Philosophy |
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| The Fund's investment objective is to track the performance of the Lipper Optimal Growth Index, a target risk benchmark consisting of a select group of ETFs, rebalanced quarterly, designed to maximize returns given a high degree of volatility. Other than short-term investments in cash and cash equivalents, the Fund will limit its investments to ETFs included in the Growth Index. As a result, the Fund operates as a "fund of ETFs". |
| Investor Profile |
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| Investors looking for diversified growth within a manageable level of risk. |
| Trading Symbol |
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| LPGAX |
| Inception Date |
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| June 1, 2007 |
| Composition as of August 31, 2010 |
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| Top 10 Industries as of August 31, 2010 |
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| Top Holdings as of August 31, 2010 | Percentage of Portfolio Assets (Based on Market Value) |
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| Holdings subject to change. There is no guarantee as of the date of this material that the securities mentioned remain in or out of the portfolio. |
