The investment seeks long-term capital growth. Under normal circumstances, the fund invests a majority of its net assets in the common stock of companies with market capitalizations under $20 billion at the time of investment. It invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets (for example, China, India and Colombia).
Fund filings (PDF) »
Robert Chalupnik (Started: May 1, 2011)
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Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States