The investment seeks long-term capital appreciation. The fund typically invests in a broad range of foreign and U.S. common stocks which the fund's adviser believes have above-average prospects for appreciation, based on a proprietary investment model developed by the adviser. It may invest in stocks of all market capitalization ranges based on the adviser's assessment of the relative opportunities and risks of each category. The fund may invest up to 15% of assets in fixed-income securities that are rated investment-grade at the time of purchase.
Fund filings (PDF) »
Gerald Sparrow (Started: Oct 1, 1998)
# Contact ?>
Sparrow, 11330 Olive Blvd Suite 230