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Growth Fund

• Current & Historical Fund Information
• Objectives & Strategies
• Growth Fund Managers
  • Growth Fund Board of Directors
• Fund Reports [in PDF format]
  • Growth Fund Prospectus
  • Growth Fund Annual Report
  • Growth Fund Statement of Additional Information
  • IRA Disclosure Statement
• Proxy Voting Record [in HTML format]

Balanced Fund

• Current & Historical Fund Information
• Objectives & Strategies
• Balanced Fund Managers
  • Balanced Fund Board of Directors
• Fund Reports [in PDF format]
  • Balanced Fund Prospectus
  • Balanced Fund Annual Report
  • Balanced Fund Statement of Additional Information
  • IRA Disclosure Statement
• Proxy Voting Record [in HTML format]

Fund Reports [in PDF format]

• Funds Prospectus
  • Growth Fund Prospectus
  • Balanced Fund Prospectus
• Quarterly Reports
  • Growth Fund 1st Quarter 2006 Report
  • Balanced Fund 1st Quarter 2006 Report
• Annual Reports
  • Growth Fund Annual Report
  • Balanced Fund Annual Report
• Additional Information
  • Growth Fund Additional Information
  • Balanced Fund Additional Information
• IRA Disclosures
  • Growth Fund IRA Disclosures
  • Balanced Fund IRA Disclosures
• Proxy Voting Records [in HTML format]
  • Growth Fund Proxy Voting Record
  • Balanced Fund Proxy Voting Record

Forms & Applications [in PDF format]

• Purchase Application
• IRA Application
• CESA Application
• IRA Transfer Form
• Additional Investment Form
• Automatic Investment Form
• Change of Address
• Change of Registration
• Change of Registration TOD/POD
• Change of Dividend
• IRA Distribution Form
• IRA Change of Beneficiary
• Systematic Withdrawl Form
• Gift Transfer Form
• Exhange Request Form
• Redemption Form

Investment Style

Company Contacts

• Customer Service Phone Number
• Fund Management
• Transfar Agent
• Custodian

Firm History

Funds' Privacy Policy [in PDF format]

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