The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing at least 80% of its net assets under normal circumstances in equity securities of U.S. companies, such as common and preferred stocks. It also may invest to a lesser extent in securities of foreign (non-U.S.) issuers and debt securities. The portfolio managers may also invest in various types of derivatives (such as options, futures and options on futures) to gain exposure to certain types of securities as an alternative to investing directly in such securities.
Fund filings (PDF) »
Stephen Gelhaus (Started: Jan 28, 2002)
Paul Reinhardt (Started: Jan 28, 2001)
David Carlson (Started: May 1, 2011)
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