The investment seeks long-term capital appreciation. The fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $5 billion at the time of initial investment and (ii) may also invest in companies with market capitalizations above $5 billion, provided that immediately after that investment a majority of the fund's net assets would be invested in Focus Stocks. It invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets.
Fund filings (PDF) »
Matthew Litfin (Started: Jan 1, 2016)
P. Egan (Started: May 1, 2015)
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Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States