SIP Summary Plan Description - Vought Aircraft Division

though this fund aims to grow your investment over time, the value of your investment may go
up or down at times, sometimes dramatically. Therefore, because of stock investments’
fluctuations, stock investments are often viewed as long-term investments.
Vought Large Cap Equity Fund Benchmark
Russell 1000 Index: This index is a widely used measure of the stock returns of 1,000 of the
largest U.S. companies based on each company’s total market capitalization.
Vought Small Cap Equity Fund
The Vought Small Cap Equity Fund is designed to achieve high total return over the long term
by investing in companies with relatively smaller market capitalization than the larger, wellestablished
companies. Historically, smaller company stocks have outperformed larger
company stocks, reflecting their higher potential and riskier nature. High-risk investments like
companies with relatively smaller market capitalization have the potential to earn more over long
time periods than low-risk investments. However, riskier investments like small cap stocks
might increase and decrease dramatically, especially in the short term. The fund’s objective is to
grow your investment over the long term.
Vought Small Cap Equity Fund Benchmark
Russell 2000 Index: This index measures the performance of the stock of 2,000 small U.S.
companies. These 2,000 stocks are smaller than the 1,000 large U.S. companies in the Russell
1000 Index.
Vought Global Equity Fund
The Vought Global Equity Fund aims to achieve a high total return over the long-term by
investing in stocks issued by companies outside the U.S. This fund invests in both developed
countries such as the United Kingdom, Europe and Japan as well as emerging countries such as
China, India and Mexico. The investment strategy is divided between developed and emerging
countries in approximately the same weights that developed and emerging countries are in the
benchmark index.
Long-term investments in stocks historically have provided higher returns than more
conservative investments such as bonds; however, like other higher risk investments, the
potential for higher returns comes with the trade-off of potential, dramatic increases and
decreases in value. International investing diversifies the risk of investing in one country or
region of the world. An international portfolio such as this might go up and down at different
times than a U.S. portfolio would move up or down. International investing could expose
investors to political uncertainties, different legal and accounting standards, as well as different
business cultures and norms.
Vought Global Equity Fund Benchmark
MSCI All Country World Index, excluding the United States (ACWI): This index is designed to
measure global equity market performance outside the U.S in the developed and emerging
markets.
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