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Eagle Growth Shares

Eagle Growth Shares investment seeks growth of capital. The fund invests primarily in common stocks and convertible securities of seasoned companies whose prospects are believed to be above-average. However, the fund may also own, without limit, securities of new, less-seasoned companies and companies representing special situations. The fund may invest in fixed-income securities for defensive purposes or if such investments appear to offer opportunities for capital appreciation. It may invest up to 20 percent of assets in foreign securities. Prior to 1984, the fund had a different advisor, and performance figures prior to that date are not indicative of current performance.
The Fund’s 500 dollars minimum initial investment and minimum account balance is waived for shareholders who are active participants in a group purchase plan approved by the Fund, since shareholders participating in such plans generally make smaller investments on a regular basis. Shareholders with inactive accounts below the 500 dollars minimum account balance who receive notice of redemption for the first time from the Fund may purchase shares, without the imposition of a sales charge, in an amount sufficient to meet the minimum account balance.
The Fund reserves the right to terminate the privileges to invest in Fund shares at net asset value without a sales charge at any time after 60 days’ written notice to the investors affected thereby. The Fund sends the common remitter, at or before the completion of each purchase of Fund shares for group members, written notice of receipt of the total amount received by the Fund on the group’s behalf. Also, if in a current calendar quarter, a payment is not received by the Fund on behalf of a group member on whose behalf a purchase was made in the preceding calendar quarter, the Fund will send the investor written notice that a current payment has not been received on the investor’s behalf. Further, if the Fund does not receive a payment from the common remitter on behalf of the group within 10 days on the date specified for delivery of the payment, the Fund will send each group member a written confirmation of the group member’s next 3 succeeding investments promptly after they are made.
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