The investment seeks to provide its shareholders with long-term total return. The fund primarily invests in the equity securities of mid- and large-capitalization U.S. companies. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities and related investments with similar economic characteristics including derivative instruments such as futures and options. It may also invest in companies organized or traded outside the U.S. (or in equivalent shares such as ADRs).
Fund filings (PDF) »
Donald Tunnell (Started: May 1, 2009)
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