Address And Details
|Two Intl Place, Suite 1400 , Boston, MA 02110|
|Fund Manager||Team Managed|
Strategy And Objective
The investment seeks to achieve long-term, after tax returns. The fund may invest up to 65% of assets in common stocks, which are acquired with the expectation of being held for the long-term. It may not invest more than 25% of assets in any one industry. The fund may invest up to 25% of assets in foreign securities, but no more than 15% in illiquid securities.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||1.32 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$99|
|Timeframe||Average Annual Current Performance Monthly As Of 10/31/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 10/31/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|AMZN||AMAZON COM INC||4.28%|
|GOOG||ALPHABET INC CLASS C||3.22%|
|FB||META PLATFORMS INC||3.13%|
|GOOGL||ALPHABET INC CLASS A||2.33%|
|JPM||JPMORGAN CHASE & CO||1.95%|
|DIS||WALT DISNEY CO||1.66%|
|BRK.B||BERKSHIRE HATHAWAY INC CL B||1.64%|
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