|PO Box 8422 , Boston, MA 02266-8422|
|Fund Manager||Team Managed|
The Fund seeks long-term growth of principal and income. A secondary objective is to achieve a reasonable current income. The Fund invests primarily in a diversified portfolio of equity securities. Under normal circumstances, the Fund will invest at least be subject to lower levels of government regulation and oversight. These risks may be higher when investing in emerging market issuers. Certain of these elevated risks may also apply to securities of U.S. issuers with significant non-U.S. operations.
|Asset Type||% Of Allocation|
|Total Net Assets||89.19 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 09/30/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 09/30/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|WFC||WELLS FARGO & CO||4.44%|
|SCHW||CHARLES SCHWAB CORP||3.88%|
|COF||CAPITAL ONE FINANCIAL CORP||3.82%|
|GOOGL||ALPHABET INC CLASS A||3.57%|
|JCI||JOHNSON CONTROLS INTERNATION||2.63%|
|GSK||GLAXOSMITHKLINE PLC ADR||2.62%|
|CHTR||CHARTER COMMUNICATIONS INC||2.57%|
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