The investment seeks long-term capital growth. The fund uses a disciplined portfolio construction process whereby it weights each sector and industry approximately the same as the S&P 500 Index. It may also purchase stocks that are not in the S&P 500 Index, but at least 80% of the fund's total assets will be invested in stocks that are in the index at the time of purchase. The advisor normally expects to invest in approximately 250 to 325 companies. While the majority of assets will be invested in large-capitalization U.S. common stocks, small- and mid-capitalization and foreign stocks may also be purchased in keeping with fund objectives.
Fund filings (PDF) »
Ann Holcomb (Started: Jan 1, 2015)
Eric Veiel (Started: Jan 1, 2015)
Jason Polun (Started: Jan 1, 2015)
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Dubai International Financial Centre, PO Box 482023, The Gate, Level 15, Office 24, Baltimore MD 21202, USA