The investment seeks capital appreciation. The fund invests substantially in the equity securities of companies that are leaders in their industries. Although it normally invests substantially in the equity securities (principally common stocks) of U.S.-based large and medium market capitalization companies, the fund may invest in companies in new and emerging industries where growth is expected to be above average and may invest up to 40% of its assets in smaller companies. It may invest up to 40% of its assets in foreign securities. The fund may have significant positions in particular sectors.
Fund filings (PDF) »
Vivian Palmieri (Started: )
Serena Vinton (Started: Nov 30, 2008)
Conrad Herrmann (Started: Dec 31, 1991)
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