57.56
-0.17(-0.29%)
Currency In USD
Address
, MA
United States of America
Phone
800-999-3505
Website
N/A
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
April 30, 2015
The fund's objective is to achieve capital appreciation by investing primarily in a diversified portfolio of equity securities. Equity securities include common and preferred stock. These companies must, in the adviser's opinion, be undervalued, but they must also have good prospects for long-term capital appreciation over the course of the expected holding period.