Description

The BFS Equity Fund strives to achieve substantial long-term capital appreciation, aiming for growth through both an increase in principal value and income generation. The fund primarily invests in common stocks of large, well-established companies. Its adviser, Bradley, Foster & Sargent, Inc., selects these companies based on their assessment of superior quality and attractive valuations. The fund's permissible equity investments extend to include not only common stocks but also common stock equivalents, as well as shares of other investment companies (such as mutual funds, closed-end funds, and exchange-traded funds, or ETFs) whose portfolios are predominantly comprised of equity securities.