64.18
+0.33(+0.52%)
Currency In USD
Address
, MA
United States of America
Phone
888-784-3863
Website
N/A
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
February 24, 2004
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of U.S. companies and other U.S.-traded equity securities. The Adviser considers U.S.-traded equity securities to include ADRs, as well as securities that are traded in the U.S. that have been issued by companies established, domiciled or operating in foreign countries. It may invest in companies of any size and may invest a portion of its assets in U.S. or non-U.S. issued securities of foreign companies.