Common use of Capital Appreciation Clause in Contracts

Capital Appreciation. These types of investments refer to a greater increase in an investment’s value than Growth investments over a shorter period of time. Investments in this category include common shares listed on the NASDAQ SmallCap market and also stocks of companies whose fundamentals are weak and/or deteriorating, i.e., decreasing revenue, net income, or earnings per share. Capital Preservation. These types of investments are the most conservative in nature with the primary goal being a return of the investor’s principal. The types of investments that meet this criterion are FDIC-insured CD’s, insured municipal bonds and U.S. Treasury bonds, bills and notes.

Capital Appreciation. These types of investments refer to a greater increase in an investment’s value than Growth investments over a shorter period of time. Investments in this category include common shares listed on the NASDAQ SmallCap market and also stocks of companies whose fundamentals are weak and/or deteriorating, i.e., decreasing revenue, net income, or earnings per share. Capital Preservation. These types of investments are the most conservative in nature with the primary goal being a return of the investor’s principal. The types of investments that meet this criterion are FDIC-insured FDIC‐insured CD’s, insured municipal bonds and U.S. Treasury bonds, bills and notes.

Capital Appreciation. These types of investments refer to a greater increase in an investment’s value than Growth investments over a shorter period of time. Investments in this category include common shares listed on the NASDAQ SmallCap market and also stocks of companies whose fundamentals are weak and/or deteriorating, i.e., decreasing revenue, net income, or earnings per share. Capital Preservation. These types of investments are the most conservative in nature with the primary goal being a return of the investor’s principal. The types of investments that meet this criterion are FDIC-insured FDIC−insured CD’s, insured municipal bonds and U.S. Treasury bonds, bills and notes.