The investment seeks total return before fees and expenses that corresponds to the total return of the Standard & Poor's (S&P) 500� Index. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P 500 Index (the index). In seeking to match the performance of the index, the Investment Manager attempts to allocate the fund's assets among common stocks in approximately the same weightings as the index. The fund may invest in derivatives, consisting of stock index futures, as substitutes for the underlying securities in the index.
Fund filings (PDF) »
Alfred Alley, III (Started: Jul 24, 2009)
Vadim Shteyn (Started: Aug 1, 2011)
# Contact ?>
Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States