The investment seeks to provide long term capital growth. The fund normally invests at least 80% of the value of its net assets plus borrowings for investment purposes in equity securities economically tied to the U.S. It invests principally in common stocks of medium and large capitalization U.S. companies. The fund usually, but not always, pursues a strategy to be fully invested by exposing its cash to the performance of appropriate markets by purchasing equity securities and/or derivatives, which typically include index futures contracts.
Fund filings (PDF) »
David Hintz (Started: Nov 1, 2011)
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