The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies of any capitalization size and generally will hold a core position of between 35 and 50 common stocks. It may invest without limit in foreign securities, including in emerging market securities. The fund may from time to time emphasize one or more economic sectors in selecting its investments. The core investments of the fund (i.e., the primary investments held by the fund over time) generally may include established companies and securities that are expected to offer long-term growth potential.
Fund filings (PDF) »
Brandon Geisler (Started: Oct 1, 2011)
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Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States