The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large capitalization companies that the sub-adviser believes have above-average growth prospects. It invests primarily in common stocks. The adviser considers companies with market capitalizations in excess of $5 billion to be large capitalization companies. The fund generally holds securities of between 20 and 30 companies. It invests primarily in the securities of U.S. companies, but the fund may also invest outside of the U.S. The fund is non-diversified.
Fund filings (PDF) »
David Rolfe (Started: Sep 30, 2010)
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