The investment seeks to achieve capital appreciation while experiencing less volatility than broader Emerging Market equity indices. The fund normally invests at least 80% of its assets, defined as net assets plus any borrowings for investment purposes, in securities of emerging market issuers via ETFs. It invests without restriction as to country, but invests primarily in large capitalization companies. The fund defines large capitalization companies as those with market capitalization above $7 billion. It does not invest more than 25% of its assets in swap contracts with any one counterparty.
Fund filings (PDF) »
Howard Present (Started: Dec 1, 2011)
Chris Jensen (Started: Dec 1, 2011)
Jason McGinty (Started: Dec 1, 2011)
David Gatti (Started: Dec 1, 2011)
# Contact ?>
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