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NEW CENTURY OPPORTUNISTIC PORTFOLIO |
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4-Star Overall Morningstar RatingTM (as of 10/31/08) |
Morningstar Category: Large Growth Allocation |
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FUND DESCRIPTION |
| New Century Opportunistic is dedicated to a philosophy... diversification can reduce risk without sacrificing performance. The Portfolio's objective is to provide capital growth without regard to current income, while managing risk. 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 |
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PRINCIPAL INVESTMENT STRATEGIES |
| The New Century
Opportunistic 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) or other securities that are selected by those investment
companies to achieve growth. The Opportunistic Portfolio will select for its portfolio investment companies which seek to achieve above-average growth through investment in equity securities of companies expected to appreciate as a result of growing or strong earnings or the growth or advancement of the company’s business, products, etc. For example, the portion of the Opportunistic Portfolio that is invested in equities may be invested in investment companies that emphasize capital appreciation, aggressive growth, growth, growth and income, equity income, small-capitalization, medium-capitalization and foreign equities. The Opportunistic Portfolio may also invest in an investment company seeking appreciation by investment in a portfolio of debt securities, (including high-yield, lower rated debt securities). |
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. |
| 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. |
| MORNINGSTAR DISCLOSURE |
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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 October 31, 2008 the fund
received 4-Stars Overall among 1502 funds, 3-Stars for the 3-year
period among 1502 funds and 4-Stars for the 5-year period among 1236 funds in the Morningstar Large Growth 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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