Seeks to provide long-term appreciation by creating a portfolio with exposure to value and growth stocks, mostly large cap. We first identify companies with market capitalizations greater than average. We then screen for securities with Value, Earnings Quality, Financial Strength, and Earnings Growth Composite scores greater than average. We select stocks with high shareholder yields, stocks with the highest scores in our Value composite, and stocks with the highest scores in our Momentum composite. The resulting portfolio is approximately two-thirds value oriented and one-third growth oriented.