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News Summary
Maneesh Bajaj, portfolio manager of BIAFX, shares his thoughts on combining growth and value as an investment strategy and his long-term views on a number of current holdings. The article presents performance and positioning statistics for the strategy and references BIAFX being a recipient to IBD’s Best Mutual Fund Award in 2020.
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Before Investing you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. This and other information is in the summary or statutory prospectus a copy of which may be obtained by calling 1-800-540-6807 or find this information at the following link. Please read the prospectus carefully before you invest.
The Fund’s investment focus on environmental factors could cause it to make or avoid investments that could result in the Fund underperforming similar funds that do not have an environmental focus. The Fund may invest in small and medium capitalization companies that may not have the size, resources and other assets of large capitalization companies. The Fund invests in foreign securities, including ADRs, which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater in emerging markets. Diversification does not assure a profit, nor does it protect against a loss in a declining market.
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