 |
Expect to hold the fund for a minimum
of five years |
|
|
Desire exposure to mostly mid- and large-cap
stocks |
|
Understand that concentrated investing can result
in higher volatility than more typically diversified
funds and benchmarks |
|
Understand that the fund’s sector and industry
exposure is likely to deviate significantly from
that of its benchmark |
|
|
Understand that at times foreign stocks could
account for a significant portion of the fund’s
portfolio |
