The investment seeks to provide long-term capital appreciation. The fund invests in equity securities of select large growth-style companies. It invests at least 80% of its net assets in large U.S. companies with market capitalizations similar to those securities included in indices generally regarded as large-cap, such as the S&P 500 Index. The fund seeks incremental outperformance relative to the broad large-cap growth market over the long term.
Fund filings (PDF) »
Fang Q. Zhou (Started: May 1, 2010)
Carl Acebes (Started: Dec 31, 1999)
Garrett D'Alessandro (Started: Dec 31, 1999)
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