Value Stock Portfolio:
Overview
(Additional Performance Data)
This stock portfolio is designed
for those seeking undervalued stocks, also known as "value"
stocks. The stocks in this portfolio may or may not pay dividends.
Investors seeking dividends may want to consider the stocks
in our High-Dividend
Blue Chip Stock Portfolio and our High-Yield
Value Stock Portfolio.
Note: occasionally the same
stock may appear in more than one portfolio.
Performance
Since Inception1 |
|
Total
Return |
| Value Stock Portfolio: |
204.5% |
| S&P 500: |
58.1% |
|
Average Annual
Return |
| Value Stock Portfolio: |
14.2% |
| S&P 500: |
5.6% |
|
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