The investment seeks long-term capital appreciation with current income as a secondary objective. The fund invests at least 80% of assets in equity securities of large capitalization companies, which are defined as those companies included in the Russell 1000� Value Index and companies with similar market capitalizations. It seeks to outperform the Russell 1000 Value Index over a long-term investment horizon. The fund may engage in securities lending. When the adviser believes that market conditions warrant a temporary defensive posture, it may invest up to 100% of assets in high-quality, short-term debt securities and money market instruments.
Fund filings (PDF) »
Ted Moore (Started: Nov 28, 2008)
Peter Klein (Started: Jan 13, 2012)
Mary Jane Matts (Started: Jul 25, 2005)
# Contact ?>