The investment seeks long-term, after-tax returns for its shareholders. The fund normally invests primarily in value stocks. Value stocks are common stocks that, in the opinion of the investment adviser, are undervalued or inexpensive relative to the overall stock market. The fund may invest up to 25% of its total assets in foreign securities issued by companies domiciled in developed or emerging market countries.
Fund filings (PDF) »
John Crowley (Started: Dec 31, 2009)
Edward Perkin (Started: Jun 30, 2014)
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