Investment of Account Assets a. All contributions to the custodial account shall be invested in the shares of the Provident Trust Mutual Funds, Inc. or, if available, any other series of Provident Trust Mutual Funds, Inc. or other regulated investment companies for which Provident Trust Company serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Investment of Account Assets a. All contributions to the custodial account shall be invested in the shares of the LKCM Funds or, if available, any other series of LKCM Funds or other regulated investment companies for which Xxxxxx Xxxx Capital Management Corporation serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Investment of Account Assets. (a) All contributions to the custodial account shall be invested in the shares of any regulated investment company ("Investment Company") for which Fiduciary Management, Inc. serves as investment advisor, or any other regulated investment company designated by the investment advisor. Shares of stock of an Investment Company shall be referred to as Investment Company Shares."
Investment of Account Assets a. All contributions to the custodial account shall be invested in the shares of the The Xxxxxxx Funds, Inc. or, if available, any other series of The Xxxxxxx Funds, Inc. or other regulated investment companies for which Xxxxxxx Investment Management, LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Investment of Account Assets a. All contributions to the custodial account shall be invested in the shares of the Xxxxx Small Cap Growth Fund or, if available, any other series of Xxxxx Small Cap Growth Fund or other regulated investment companies for which Xxxxx Investment Management serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Investment of Account Assets a. All contributions to the custodial account shall be invested in the shares of the Brown Advisory Funds or, if available, any other series of Brown Advisory Funds or other regulated investment companies for which Brown Advisory, LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Investment of Account Assets a. All contributions to the custodial account shall be invested in the shares of the FundX Upgrader Funds or, if available, any other series of FundX Upgrader Funds or other regulated investment companies for which FundX Investment Group serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Investment of Account Assets. The amount of each contribution to the Account shall be applied to the purchase of full and fractional Shares of the Regulated Investment Company, which shall be credited to such Account with notation as to cost. Each contribution after the initial contribution shall be invested in Shares of the Regulated Investment Company most recently specified by the Employee. The Regulated Investment Company or Companies in which the assets of the account shall be invested (selected from the list provided to the Custodian and to the Employee from time to time by Lutheran Brotherhood Securities Corp.) will be designated initially and from time to time by the Employee. The Employee may instruct the Custodian to redeem all or part of the Regulated Investment Company Shares then credited to the account and to invest the redemption proceeds in other Regulated Investment Company Shares designated by the Employee (and selected from such list). By giving such instructions to the Custodian, the Employee shall be deemed to have acknowledged receipt of the then current prospectus of each Regulated Investment Company in which the Account assets are to be invested. The Employee may instruct the Custodian to exchange all or any part of the Shares of a Regulated Investment Company held in the Account for Shares of another Regulated Investment Company provided that the Custodian, as holder of the Shares then held in the Account, then has the right to exchange such Shares for the Shares designated by the Employee; and that the then current prospectus for the Shares to be acquired allows such exchange on the basis requested. If the above conditions are satisfied, then, upon receipt of such instruction, the Custodian will forthwith undertake to exercise the exchange privilege. All dividends and capital gain distributions received on the Regulated Investment Company Shares held in the Account shall (unless received in additional Regulated Investment Company Shares) be reinvested in such Shares which shall be credited to such Account. If any distribution on such Regulated Investment Company Shares may be received at the election of the shareholder in additional Regulated Investment Company Shares or in cash or other property, the Custodian shall elect to receive it in additional Shares. Sales charges attributable to the acquisition of Shares shall be charged to the Account. All Regulated Investment Company Shares acquired by the Custodian shall be registered in the name of the Custodian o...
Investment of Account Assets a. All contributions to the custodial account shall be invested in the shares of the DoubleLine Funds or, if available, any other series of DoubleLine Funds or other regulated investment companies for which DoubleLine Capital LP serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
Investment of Account Assets a. All contributions to the custodial account shall be invested in the shares of the YCG Enhanced Fund or, if available, any other series of YCG Enhanced Fund or other regulated investment companies for which YCG, LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.
