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 normally be invested in stocks that are in the index at the time of purchase.
Fund filings (PDF) »
Ann Holcomb (Started: Jan 1, 2015)
Eric Veiel (Started: Jan 1, 2015)
Jason Polun (Started: Jan 1, 2015)
# Contact ?>
Dubai International Financial Centre, PO Box 482023, The Gate, Level 15, Office 24, Baltimore MD 21202, USA