The investment seeks high total return. Under normal circumstances, the fund invests directly and indirectly at least 80% of its assets in equities. In addition, under normal circumstances, it invests directly and indirectly at least 80% of its assets in equities of large- and mid-cap companies. The term "equities" refers to direct and indirect investments in common and preferred stocks and other stock-related securities, such as convertible securities, depositary receipts, and exchange-traded equity real estate investment trusts (REITs) and income trusts.
Fund filings (PDF) »
Sam Wilderman (Started: Dec 31, 2013)
David Cowan (Started: Sep 11, 2012)
Thomas Hancock (Started: Jan 29, 2002)
Ben Inker (Started: Dec 31, 2013)
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