The investment seeks long-term capital growth. The fund invests at least 65% its total assets in common stocks and similar securities. It invests its assets in stocks of companies without regard to market capitalizations including small- and mid-cap companies. The fund invests a large portion of its assets (in excess of 25%) in stocks of companies in the same industry sector. It invests up to 25% its assets in �special situation� securities when the Sub-adviser believes such investments will help the fund. The fund invests up to 25% of its net assets in foreign securities, including ADRs. It is non-diversified.
Fund filings (PDF) »
J.Michael Barron (Started: Jul 1, 2011)
Bart McMurry (Started: Jul 1, 2011)
G. Mara (Started: Jul 1, 2011)
Robert Dombrower (Started: Jul 1, 2011)
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