The investment seeks long-term total return. The fund invests 80% or more of its net assets in equity portfolio funds whose objective is growth or capital appreciation, including portfolio funds that invest in U.S. or foreign securities (including emerging markets) or both. However, it may invest less than 80% of its net assets in equity portfolio funds when Management believes there are high risks affecting stock markets. The fund may invest up to 25% of its total assets in any one portfolio fund. While the fund is non-diversified, it invests in diversified underlying holdings.
Fund filings (PDF) »
Richard Phillips (Started: Aug 31, 2005)
Robert Solt (Started: Feb 28, 2001)
David Stanley (Started: Jun 30, 1972)
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