The Wellington Mid Cap Opportunities Fund was added to the Growth Stock Option this month. This Fund is an institutional commingled fund (not a mutual fund). You can find out more information about this new Fund by clicking here. The assets have been reallocated to the Growth Stock Option as follows:
Wellington Mid Cap Opportunities | 20% |
Turner Mid Cap Growth | 20% |
TCW Galileo Select Equity I | 20% |
Marsico Focus | 20% |
BGI – Growth Index | 20% |
Total | 100% |
Wellington Mid Cap Opportunities was added to increase exposure to Mid Cap Growth.