The investment seeks to exceed total market returns at a level of total risk roughly equal to that of the stock market over longer periods of time. The fund invests in a diversified portfolio of common stocks representing companies of all sizes that are listed on the New York Stock Exchange, the American Stock Exchange and NASDAQ. The fund may invest up to 25% of assets in a single company and it may invest up to 15% of assets in foreign companies.
Fund filings (PDF) »
Elena Khoziaeva (Started: Dec 31, 2005)
Michael Whipple (Started: Dec 31, 2005)
Rasool Shaik (Started: Oct 26, 2007)
John Montgomery (Started: Oct 31, 2001)
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