The E*TRADE Kobren Growth Fund is designed
to simplify your investment life. Instead of owning 15 or 20 separate
mutual funds, a single investment in the E*TRADE Kobren Growth Fund provides
diversification for
investors willing to accept the fund's level of risk to meet their long-term
growth objectives.
Investment Objective
E*TRADE Kobren Growth Fund seeks long-term growth of capital primarily through
capital appreciation and (secondarily) through income. The Fund is designed
for investors with at least a five year time horizon and who
are
comfortable
with a volatility level similar to that of the S&P
500 Index an unmanaged index.
For more complete information, including investment objectives, risks, charges
and expenses, please see Prospectus
and Application to receive a prospectus for the
E*TRADE Kobren Growth Fund.
Read the prospectus carefully before investing.
E*TRADE Kobren Growth Fund Makes Investing Easy
Coping with Mutual Fund Overload
Mutual funds were a great innovation. With thousands of stocks to choose from,
it was overwhelming to try to research and analyze even a small portion of
the available choices on your own. By choosing to invest in a mutual fund,
you are, in effect, able to"hire" a professional to select and
manage a portfolio of stocks.
But today, investors are faced with more than 8,000 mutual funds
to choose from. Large-cap growth funds, small-cap value funds, international
funds, sector funds, bond funds, money market funds, the list goes
on and on. It can be overwhelming, once again.
The Next Evolution in Managing Your Money
The E*TRADE Kobren Growth Fund was created to take the hassle and leg work out of selecting
and managing your mutual fund investments. The E*TRADE Kobren Growth Fund is a diversified
portfolio of mutual funds carefully chosen and managed by Kobren
Insight Management with the objective of providing long-term growth of
capital
We'll be Your Personal Research Staff
Eric Kobren and his research team will do the work you don't have the time
or expertise to do on your own. Like monitor and evaluate economic and market
information from around the globe and scour through thousands of mutual fund
reports, prospectuses, and government filings to uncover and analyze each
fund's strategy and holdings. They use sophisticated computer programs to
perform critical fundamental analyses of each fund it considers. The choice
of funds is narrowed to a short-list of those believed to have the best potential
in the current market environment
You'll Benefit from Face-to-Face Meetings with
the Best Fund Managers
The final step in the investment process is an analysis of the fund managers.
Unlike individual investors, who typically do not have direct access to fund
managers, the research team speaks with fund managers on a regular basis to
learn about their investment process and their investment philosophy. In short,
to learn what makes them tick.
A Diversified Portfolio in a Single Fund
This combination of intensive research and one-on-one interviews helps Kobren
to discover the fund managers and funds they believe are most suited for
consideration for E*TRADE Kobren Growth’s portfolio. Within E*TRADE
Kobren Growth’s
portfolio, funds that meet their standards, with a variety of different investment
styles and strategies, are combined to both offer diversification and help
to manage risk. |
