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FUND DESCRIPTION
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| New Century Capital is
dedicated to a philosophy... diversification can reduce risk without
sacrificing performance. The Portfolio's objective is to provide capital
growth and, as a secondary objective, to earn income. New
Century maintains rigorous investment qualifications for the mutual funds in
which it invests: strong performance, reasonable risk-adjusted
returns and consistent management styles. Diversification does not
assure or guarantee better performance and cannot eliminate the risk
of investment loss. |
FUND HIGHLIGHTS |
- Diversification through a blend
of value and growth investments allocated among large-cap,
mid-cap, small-cap and international positions.
- Access to no-load mutual funds,
institutional funds and ETFs
- Disciplined category ranges reduce risk
- Investments are not limited to a
single fund family or institution
- Active management consistently
monitors fund objectives and performance
- Simplified year-end tax reporting on
a single tax statement
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PRINCIPAL INVESTMENT
STRATEGIES |
The New Century Capital
Portfolio seeks to achieve its investment objective by investing
primarily in shares of registered investment companies that
emphasize investments in equities such as common stocks, preferred
stocks or securities convertible into stocks (domestic and foreign).
The Capital Portfolio will diversify its equity investments by
investing primarily in investment companies that concentrate in
different segments of the equity markets. For example, the
Capital Portfolio may be invested in investment companies that
emphasize growth, growth and income, equity income,
small-capitalization, aggressive, and foreign equities.
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PORTFOLIO MANAGEMENT |
Wayne M. Grzecki,
Portfolio Manager and President of New Century Portfolios, has been
with the Advisor since 1986. He has managed the New Century Capital
and Balanced Portfolios since 1995 and the New Century Opportunistic
and International Portfolios since their inception in November 2000.
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Investors should take into consideration the investment objectives,
risks, charges and expenses of the New Century Portfolios carefully
before investing. The Prospectus contains these details and other
information and should be read carefully before investing. Click
here to view a current Prospectus. |
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| MORNINGSTAR
DISCLOSURE |
Morningstar Ratings reflect risk-adjusted performance and are
derived from a weighted average of the fund’s 3-, 5- and 10-year (if
applicable) Ratings. For the periods ended September 31, 2008 the
fund received 3-Stars Overall among 1773 funds, 3-Stars for the 3-year period among
1773, 3-Stars for the 5-year period among 1393 funds and 3-Stars for
the 10-year period among 678 funds in the Morningstar Large Blend Category.
The Morningstar Ratings formula measures the amount of variation in a fund’s performance and gives more emphasis to downward variations. Ratings are subject to change every month. The top 10% of the funds in the category receive 5 stars; the next 22.5% 4 stars; the next 35% 3 stars; the next 22.5 2 stars; and the last 10% 1 star.
©2008 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. |
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