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Van Kampen Core Equity Fund
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Time: 4 min 18 sec
* recorded 08/30/07
These comments were valid on the date the video was recorded. Markets move continuously. Ask your financial advisor for more up-to-date information.
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Three Reasons to Consider Van Kampen Core Equity Fund
- Core Investing
We believe that investors seeking to build a diversified portfolio should start with a foundation that provides broad-based domestic exposure to both large cap growth and large cap value styles.
- A Refined Process
The investment universe of more than 1,500 stocks, are ranked using the Affinity ScoreSM. The stocks with the highest Affinity ScoreSM are identified as potential buy candidates and the stocks with the lowest score are potential sell candidates. The team then researches the underlying fundamentals of the most attractive buy candidates to confirm the output of their model or identify potential problems. The disciplined model is enhanced with insight that helps to identify stocks with strong earnings momentum potential and relative strength.
- An Experienced Management Team
The US Active Equity team joined Van Kampen in 2007 with the acquisition of Affinity Investment Advisors. Van Kampen acquired substantially all of Affinity’s assets under management and the strong 15-year plus track record that this team has been managing since the strategy’s inception. Team members include Greg Lai, Michael Petrino, Steve Pelensky and Jordan Floriani.
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Consider this fund if you seek:
- Capital growth and income
- An investment that emphasizes a core style of
investing in equity securities
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There is no assurance that a mutual fund will achieve its investment objective. Funds are subject to market risk,
which is the possibility that the market values of securities owned by the fund will decline and that the value of fund shares may
therefore be less than what you paid for them. Accordingly, you can lose money investing in this fund. Please be aware that this
fund is subject to certain additional risks, including those associated with: Foreign securities.
The fund may invest in foreign
securities; should it do so, the portfolio may be subject to additional currency, political, economic, and market risks.
Real estate and REITs. In addition to the general risks associated with real estate investment, REIT investing entails other risks, such credit
and interest-rate risk. Derivative instruments. Derivatives can be illiquid, may disproportionately increase losses and may have
a potentially large negative impact on the fund’s performance.
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