13.32
+0.0500005(+0.38%)
Currency In USD
Address
2 Oliver St
Boston, MA 02109
United States of America
Phone
8003455734
Website
N/A
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
October 29, 2004
The investment seeks capital appreciation with less volatility than the broad U.S. equity markets. The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, exchange-traded funds (ETFs) and warrants. It may also, to a lesser extent, invest in American Depositary Receipts (ADRs), real estate investment trusts (REITs), and securities of non-U.S. companies.