The investment seeks capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets (including borrowings for investment purposes) in common stocks of large capitalization U.S. companies. For purposes of the fund, a large capitalization company has a market capitalization within the range of market capitalization represented in the Russell 1000 Value Index (between $298 million and $412 billion as of November 30, 2012) at the time of purchase. The size of the companies in the Russell 1000 Value Index will change with market conditions.
Fund filings (PDF) »
Paul Viera, Jr. (Started: Sep 30, 2009)
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