The investment seeks total return, consisting of long-term capital appreciation and current income. The fund normally invests at least 80% of net assets in common stocks. It invests at least 80% of net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that the adviser believes are undervalued and have the potential for long-term growth and current income. The fund may also invest up to 20% of its net assets in foreign securities. It may invest directly in foreign securities or indirectly through depositary receipts.
Fund filings (PDF) »
Guy Pope (Started: Mar 31, 2005)
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Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States