Conservative Select

Objective

This strategy seeks long-term capital appreciation and current income.

What is the Conservative Select Strategy?

• Combines top-ranked stocks from Moran Wealth Management’s other proprietary value and growth strategies.

• Top-ranked stocks in the portfolio are considered by the manager to be undervalued, high growth potential large-cap companies with dividend yields

Category

Core

Ticker

CSEL

Inception

10/31/2004