The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of companies with medium-sized market capitalizations. The adviser defines mid-cap companies as those companies with market capitalizations within the range of companies in the Russell Midcap� Growth Index at the time of investment. The fund may invest up to 25% of its net assets in securities of foreign mid-cap companies that are traded in the U.S., including companies located in emerging markets, as well as American depositary receipts.
Fund filings (PDF) »
Douglas Butler (Started: Jun 28, 2012)
Jason Lilly (Started: Jun 28, 2012)
David Smith (Started: Jun 28, 2012)
# Contact ?>
Bright Rock, 2036 Washington Street, Hanover, MA 02339, USA