|One International Place , Boston, MA 02110|
|Fund Manager||Ken Heebner|
|Manager Tenure||24 Years|
The Fund s investment objective is long-term growth of capital. The Fund s investment objective is long term growth of capital. The Fund intends to pursue its objective by investing a significant portion of the Fund s assets in a smaller number of companies, industries and/or sectors than other diversified mutual funds. The Fund typically invests in stocks of between 20-40 companies at one time. Up to 25% of the Fund s total assets may be invested in securities issued by companies within a single industry. The Fund may invest in securities of U.S. and foreign issuers. There is no limit on the extent to which the Fund may invest in foreign companies or be exposed to issuers from any particular country. The Fund may invest in securities of issuers of any size. If market conditions so warrant, the Fund may establish short positions in specific securities or stock indices. While the Fund expects to invest primarily in equity securities, the Fund may also invest in debt and fixed income securities, including below investment grade debt and/or fixed income securities, commonly referred to as junk bonds. The Fund's investment adviser employs a flexible investment style and seeks to take advantage of opportunities as they arise. As a consequence of the Fund s investment strategy, the Fund generally has a high rate of portfolio turnover.
|Asset Type||% Of Allocation|
|Total Net Assets||399.00 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|PM||PHILIP MORRIS INTERNATIONAL||5.46%|
|OMF||ONEMAIN HOLDINGS INC||5.41%|
|DKS||DICK S SPORTING GOODS INC||5.27%|
|BBY||BEST BUY COMPANY||5.19%|
|PRU||PRUDENTIAL FINANCIAL INC||5.14%|
|CLF||CLEVELAND CLIFFS INC||5.13%|
|SIG||SIGNET JEWELERS LTD||5.06%|
|SEM||SELECT MEDICAL HOLDINGS CORP||5.03%|
|BAC||BANK OF AMERICA CORPORATION||4.65%|
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