The investment seeks long-term growth of capital and future income. The fund invests at least 80% of net assets in equity securities, such as common and preferred stocks. It invests primarily in a limited number of large and medium sized companies (meaning companies with a market capitalization of $2 billion or more) that the portfolio manager believes have above-average growth histories and/or growth potential. The fund also may invest to a lesser extent in securities of foreign (non-U.S.) issuers and debt securities. It may also invest in various types of derivatives.
Fund filings (PDF) »
David Carlson (Started: Oct 29, 1999)
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P.O. Box 9838, Stamford CT 06905, USA