18.46
-0.01(-0.05%)
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
December 21, 2007
The investment seeks to maximize after-tax returns, but with a lower level of volatility than the broad U.S. equity markets. The fund will typically invest in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, warrants and ETFs. 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.