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Preferred


Preferred group of funds advised by Caterpiller Investment Management Ltd from Caterpillar Securities Inc. Preferred Asset Allocation Fund seeks both capital appreciation and current income. The fund allocates assets among stocks, bonds, and money-market instruments. It may invest without limit in each asset class. Management reallocates assets based on interest-rate changes and other economic factors.
 
The equity portion consists chiefly of common stocks included in the S&P 500. The fixed-income portion comprises U.S. government securities and investment-grade corporate bonds. The fund may invest up to 10 percent of assets in securities traded on foreign markets.
 
Preferred Fixed-Income Fund seeks current income. The fund normally invests at least 65 percent of assets in fixed-income securities. It invests primarily in publicly-traded domestic debt securities, including U.S. government obligations and corporate debt securities.
 
Preferred International Growth seeks long-term capital appreciation. Under normal conditions, the fund invests at least 80 percent of its assets in equity securities that trade in markets outside of the United States. The fund normally invests in the securities of companies located in at least three countries outside of the U.S. with a substantial portion of its assets in the securities of issuers in Australia, Canada, Japan, New Zealand, and the developed countries of Western Europe.
 
Preferred International Value Fund seeks long-term capital appreciation. The fund primarily invests in equity securities that are traded on foreign markets and that the sub advisor believes are undervalued and have potential for capital appreciation. It normally invests at least 80 percent of assets in three or more foreign countries. The fund may also invest in government or corporate bonds and short-term debt securities.
 
Preferred Short-Term Government Securities Fund seeks current income consistent with preservation of capital. The fund invests at least 65 percent of assets in U.S. government securities and related repurchase agreements. Ginnie Mae certificates and other U.S. government securities representing ownership interest in mortgage pools may represent a significant portion of the portfolio. The fund maintains an average portfolio maturity of not more than three years.

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