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	Document	Email	Order	Audience
	Value and Growth Investing: The Importance of Investment Style -- An analysis that explores the differences and similarities between value and growth investing and illustrates how combining the right balanced of value and growth in a diversified portfolio may lead to competitive returns over time.			Investor
	Santa Barbara Asset Management (SBAM) Capabilities Brochure -- Highlights Santa Barbara Asset Management (SBAM) portfolio management and research teams, the firm's investment philosophy and its process. Can be used in discussions with advisors regarding SBAM's separately managed account strategies and mutual funds.			Investor
	Dividend Growth Investing Presentation (Merrill Lynch) -- "Why Dividends? Why Now?" presentation that discusses why dividend paying stocks may be suitable in a diversified portfolio.			Investor
	Dividend Growth Investing Presentation -- "Why Dividends? Why Now?" presentation that discusses why dividend paying stocks may be suitable in a diversified portfolio.			Investor
	Dividend Growth Investing Whitepaper -- A Research Report illustrating Why Dividends, Why Now (updated through 12/31/09).			Investor
	The Case for Equity Investing -- A research report that provides a historical perspective on market performance from 1926 (the inception of the S&P 500 Index) through the end of 2009. It also examines the potential benefits of including equities within a diversified portfolio.			Investor
	State of the States: California -- Explains the state of the CA state budget.			Investor
	Briefing Paper: Gaining Perspective on Bear Markets -- This paper provides information on the eleven bear markets since World War II (including the current one); considering such factors as how long do they last, how severe can they be, how long does it take to recover and what can be learned from previous bear markets.			Advisor

† Includes prospectus. Annual and semi-annual reports must be preceeded or accompanied by a prospectus.

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