The investment seeks total return greater than that of its benchmark, the Russell 3000 Index. The fund is a fund of funds and invests primarily in shares of the U.S. Equity funds. It primarily seeks exposure to U.S. equity investments (which may include both growth and value style equities and equities of any market capitalization) but also may have exposure to non-U.S. equity investments. Under normal circumstances, the fund invests (including through investment in the underlying funds) at least 80% of its assets in equity investments tied economically to the U.S. The fund is non-diversified.
Fund filings (PDF) »
Sam Wilderman (Started: Sep 11, 2012)
Ben Inker (Started: Dec 31, 1992)
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