The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $5 billion at the time of initial investment. It invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets (for example, China, India and Brazil).
Fund filings (PDF) »
Fritz Kaegi (Started: May 1, 2015)
Matthew Litfin (Started: Jan 1, 2016)
P. Egan (Started: May 1, 2015)
# Contact ?>
Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States