|
 Summit Investment Partners, Inc.
Summit Investment Partners, Inc. is a registered investment advisor managing in over $6 billion for mutual funds, insurance companies, pension funds, endowments, and foundations. Summit, an innovator in index fund management, manages a comprehensive line-up of indexed mutual funds covering all U.S. equity classes. These index fund assets constitute the majority of assets in the Summit Mutual Fund Family, demonstrating Summit’s expertise and commitment to index management.
| Investment Option |
Asset Category |
Risk/Reward Potential |
Objective |
Primary Investments |
| Nasdaq-100 Index1 |
Large-Cap Growth |
1 2 3 4 5 |
Results that correspond to the total return of
U.S. common stocks as represented by the Nasdaq-100 Index |
Common stocks of U.S. companies in the Nasdaq-100
Index |
| Russell 2000 Small Cap Index2 |
Small-Cap Blend |
1 2 3 4
5 |
Results that correspond to the total return of
U.S. common stocks as represented by the Russell 2000 Small Cap Index |
Common stocks of U.S. companies in the Russell
2000 Small Cap Index |
| S&P MidCap 400 Index3 |
Mid-Cap Blend |
1 2 3 4
5 |
Results that correspond to the total return of
U.S. common stocks as represented by the S&P MidCap 400 Index |
Common stocks of U.S. companies in the S&P MidCap
400 Index |
For more details about products or investment options,
see the appropriate prospectus. Read it carefully before you invest or
send money.
1 “Nasdaq” and related marks are trademarks or
service marks of The Nasdaq Stock Market, Inc. and have been licensed
for use for certain purposes by Summit Mutual Funds, Inc. and the Nasdaq100®
Index Portfolio. The Nasdaq100® Index is composed and calculated by Nasdaq
without regard to Summit Mutual Funds. Nasdaq makes no warranty, express
or implied, and bears no liability with respect to the Nasdaq100® Index
Portfolio.
2 The Russell 2000 is a trademark/service mark of the Frank Russell Company.
Summit Mutual Funds and the Russell 2000 Small Cap Index Portfolio are
not promoted, sponsored or endorsed by, nor in any way affiliated with
Frank Russell Company. Frank Russell is not responsible for and makes
no representation of warranty, express or implied, as to its accuracy,
or completeness, or otherwise.
3 “S&P 500” and “S&P MidCap 400” are registered trademarks of Standard
& Poor’s Corporation and McGraw-Hill Companies, Inc. and have been licensed
for use. The Index 500 Portfolio and MidCap 400 portfolio are not sponsored,
endorsed, sold, or promoted by S&P.
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Summit |
Third Avenue |
Thornburg |
Van Kampen
