The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing all of its assets in the Portfolio, which has the same investment objective as the fund. It normally invests primarily in U.S. and foreign equity securities of high quality companies with market capitalizations generally in excess of $2 billion, which the subadviser believes have the potential to generate superior levels of long-term profitability and growth. The fund may invest up to 20% of its assets in bonds and other debt securities, including lower rated, high-yield bonds, commonly referred to as "junk bonds."
Fund filings (PDF) »
Patrick Burton (Started: Mar 31, 2013)
Clark Winslow (Started: May 16, 2008)
Justin Kelly (Started: May 16, 2008)
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