The investment seeks total return. The fund invests primarily in U.S. dollar-denominated equity securities of U.S. and foreign companies with market capitalizations (at the time of investment) of at least $3 billion. It seeks to achieve a total return greater than the Russell 1000� Value Index over longer periods of time and indices comprised of value-oriented stocks over shorter periods of time. The fund will typically hold between 25 and 30 securities. Under normal circumstances, it will invest at least 80% of its assets (net assets plus borrowings for investment purposes) in common stocks and other equity securities.
Fund filings (PDF) »
Andrew Starr (Started: Jul 9, 2014)
Matthew Swanson (Started: Jul 9, 2014)
Thomas Cole (Started: Sep 28, 2012)
Jerrold Senser (Started: Dec 31, 1997)
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