25.14
+0.06(+0.24%)
Currency In USD
Address
One Beacon Street
Boston, MA 02108
United States of America
Phone
617-859-3437
Website
N/A
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
June 29, 2012
The fund invests at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. The Adviser evaluates financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.