Shareholder Benefits

You can save money with a
no-load investment.

Investing in growth stocks on your own can be very expensive. As an institutional investor, the fund can negotiate lower commissions on its portfolio transactions. Because our funds are no load, you never pay loads or sales charges. Please read the prospectus, which includes charges and ongoing expenses, carefully before investing.

Our market specialists make investment decisions for you.

Our fund manager is an investment professional with an in-depth knowledge of the stock market. Frank Holmes has established a record of strong performance. His professional experience guides him in monitoring the markets and analyzing investments to make money for you.

Investing is easy and affordable.

We believe everyone should have the opportunity to invest. Our low minimum investment of $5,000 makes it easy and affordable to build a position in Holmes’ growth stock portfolio. You can add to your investment with $50 or more. If you use our ABC Investment Plan,® you can get started with as little as $1,000, with subsequent monthly investments of $100 or more. Please see page 5 for more information about the ABC Investment Plan.®

IRAs have no minimum investment requirement.

Your investment is diversified.

Few individual investors have the financial assets to build a fully diversified portfolio on their own. When you invest in a mutual fund, your investment is spread across many companies. This diversification minimizes the impact of any one company not performing well.

A program of regular investing doesn’t assure a profit or protect against loss in a declining market. You should evaluate your ability to continue in such a program in view of the possibility that you may have to redeem fund shares in periods of declining share prices as well as in periods of rising prices.

Diversification does not protect an investor from market risks and does not assure a profit.

Your Account Information is Just a Toll-Free Phone Call Away.

You can call toll-free from anywhere in the United States to check your account balance, confirm deposits, verify exchanges and more. This convenient service is available 24 hours a day, seven days a week by calling
1-800-US-FUNDS (1-800-873-8637).