 |
Van Kampen Growth and Income Fund
|
|
|
Three Reasons to Consider Growth and Income Fund
- 2007 Lipper Fund Award winner
We are pleased to announce Van Kampen Growth and
Income Fund (Class A shares) has won a 2007 Lipper Fund
Award for the 10-year period ended December 31, 2006,
in the Large-Cap Value Category.*
- Experienced Management Team**
The fund is managed by the Equity Income team, a long-tenured group with more than 60 years of combined experience. Current members include James A. Gilligan, James O. Roeder, Thomas B. Bastian, Mark Laskin and Sergio Marcheli.
- A proven strategy that seeks to manage risk
To select stocks, the Equity Income team follows
its proven “value-with-a-catalyst” investment strategy.
The team seeks attractively priced stocks they believe offer good prospects for positive change, such as new company
management, new products
or favorable industry trends.
The team may also look for quality opportunities in
out-of-favor industries.
|
Consider this fund if you seek:
- capital appreciation and income
potential from one fund
- to diversify a growth portfolio
- a relatively conservative
investment option
* As of December 31, 2006, the fund’s total return (Class A shares at net asset value)
ranked it in the 3rd quartile at 369 out of 496 funds in the Large-Cap Value category
for the 1-year period, and the 1st quartile at 102 out of 425 for the 3-year period, 48
out of 307 for the 5-year period, and 7 out of 136 for the 10-year period, according
to Lipper Analytical Services. As of December 31, 2007, the fund’s total return (Class A shares at net
asset value) ranked it in the 2nd quartile at 248 out of 515 funds in the
Large-Cap Value category for the 1-year period, at 139 out of 443 funds
for the 3-year period, and at 124 out of 363 funds for the 5-year period,
and in the 1st quartile at 10 out of 152 funds for the 10-year period,
according to Lipper Analytical Services. Performance for other share
classes will vary. Lipper
rankings are based upon changes in net asset value with all dividends reinvested and
do not include the effect of sales charges. If they had, performance would be lower. ** Team members may change without notice
from time to time. Past performance is no guarantee of future results.
Methodology for awarding Lipper Fund Awards
Lipper Fund Awards are granted each year to the fund in each Lipper classification
that consistently delivered the strongest risk-adjusted performance. A fund must
meet the following criteria in order to achieve a Lipper Award: It must be registered
for sale in the respective country as of the end of the evaluation year; It must have at
least 36 months of performance history as of the end of the evaluation year; It must
fall into one of the Lipper Global classifications with at least 10 distinct portfolios,
excluding residual classifications and institutional funds; It must be one of the
following asset classes: equity, bond, or mixed-asset.
When awarding a Lipper Fund Classification Award, Lipper:
Considers currency. The
currency for the calculation corresponds to the currency of the country for which the
awards are calculated and relies on monthly data. Classification averages are calculated
for all funds for each eligible classification. The calculation periods extend over 36, 60,
and 120 months. The highest Lipper Leader for Consistent Return (Effective Return)
value within each eligible classification determines the fund classification winner over
three, five, or ten years. Uses Local Classifications. U.S. local classifications are used
in the United States, rather than Lipper Global classifications. Awards statuettes
to winning funds for the three year period within the 40 largest classifications
according to year-end assets under management. Includes institutional, index, and
exchange-traded funds in the universe of eligible funds. Excludes money market or
ultra-short obligation funds from the award calculations, since Lipper Leader scores
are not calculated for these categories. Additionally excludes S&P 500 Index funds,
specialty diversified equity funds, and specialty/miscellaneous funds. Considers
only one share class (the one with the best Lipper Leader score) for each portfolio
in determining asset class and overall awards. The U.S. Lipper Leaders for Consistent
Return calculation includes the Hurst-Holder exponent.
|
|
|
|
|
|
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 may be
subject to certain additional risks. Convertible securities. In addition to the risks associated with
common stocks, investments in convertible securities are subject to the risks associated with
fixed-income securities, namely credit, price and interest-rate risks. Foreign and emerging
markets. Investments in foreign markets entail special risks such as currency, political, economic,
and market risks. The risks of investing in emerging-market countries are greater than the risks
generally associated with foreign investments. Other risks associated with investing in the fund
include REITS.
|
|
Fact Card