PORTFOLIO

Investment Objective 

The investment seeks dividend income and long-term capital growth primarily through investments in stocks.

Investment Style: Blend

The fund will normally invest at least 80% of its total assets in the common stocks of dividend-paying companies that we expect to increase their dividends over time and also provide long-term appreciation. Tamiko Investments believes that a track record of dividend increases is an excellent indicator of financial health and growth prospects and that over the long term, income can contribute significantly to total return. Dividends can also help reduce the fund’s volatility during periods of market turbulence and help offset losses when stock prices are falling. The fund invests in a diversified portfolio of stocks of large capitalization companies, medium-sized companies, and foreign securities, which include investments in emerging markets. The companies must have useful products, strong corporate governance practices, a history of environmental stewardship, and good employee and community relations.