Investment Strategies

Investment Objective, Strategies, Policies, Risks and Other Information

The ideal investing plan is one that allows you to meet your financial objectives. The optimum plan for each investor will be unique. For example, if you want to make the most money with the least amount of risk, momentum trading is for you. Value stocks, on the other hand, are probably preferable for long-term planning.

A basic investing plan is developed based on your long-term objectives. How much money are you attempting to save? What is your saving timetable? What are you attempting to accomplish? Once you've established your financial objectives, you may set targets for return and savings, and then look for assets that fit within that strategy.

This page states the Fund's investment objective and describes certain strategies and policies that the Fund may utilize in pursuit of its investment objective. This section also provides additional information about the principal risks associated with investing in the Fund.

Value Investing

Value investors are avid deal hunters. They look for equities that they feel are cheap. They seek equities whose prices, in their opinion, do not properly represent the security's true worth. Value investing is based, in part, on the assumption that there is some irrationality in the market. In principle, this irrationality gives chances to purchase a stock at a bargain and profit from it.

Investing in Growth

Rather than looking for low-cost investments, growth investors choose assets with significant upside potential in terms of stock profits in the future. A growth investor is often on the lookout for the "next big thing." However, growth investment is not synonymous with speculative investing. Rather, it entails assessing a stock's existing health as well as its future growth potential.

Investing in the Momentum

Momentum investors ride the crest of the wave. They think that victors should continue to win and losers should continue to lose. They seek for equities that are on the rise. They may opt to short-sell losers if they anticipate they will continue to fall.

Averaging Costs in Dollars

The ideal investing plan is one that allows you to meet your financial objectives. The optimum plan for each investor will be unique. For example, if you want to make the most money with the least amount of risk, momentum trading is for you. Value stocks, on the other hand, are probably preferable for long-term planning.

A basic investing plan is developed based on your long-term objectives. How much money are you attempting to save? What is your saving timetable? What are you attempting to accomplish? Once you've established your financial objectives, you may set targets for return and savings, and then look for assets that fit within that strategy.

This section states the Fund's investment objective and describes certain strategies and policies that the Fund may utilize in pursuit of its investment objective. This section also provides additional information about the principal risks associated with investing in the Fund.

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