The investment seeks long-term capital appreciation. The fund invests primarily in equity securities, including common and preferred stocks, convertible securities and shares of other investment companies and exchange-traded funds (�ETFs�) that invest in equity securities. It may invest in securities of companies of any size. The fund may invest up to 15% of net assets in U.S. government or U.S. agency obligations. It may have up to 25% of net assets invested directly or indirectly in foreign securities, including investments in emerging markets. Its portfolio typically consists of 30 to 50 equity securities.
Fund filings (PDF) »
Richard Snow (Started: Nov 30, 2010)
Joshua Schachter (Started: Nov 30, 2010)
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Suite 400, 2100 Georgetowne Drive, Sewickley, PA 15143, USA