|525 Market St. , San Francisco, CA 94105|
|Fund Manager||John Campbell|
|Manager Tenure||6 Years 6 Months|
The Fund seeks long-term capital appreciation. Under normal circumstances, we invest: at least 80% of the Funds net assets in equity securities of large-capitalization companies; and up to 10% of the Funds total assets in equity securities of foreign issuers, including ADRs and similar investments. We invest principally in equity securities of large-capitalization companies, which we define as companies with market capitalizations within the range of the S&P 500 Index at the time of purchase. The market capitalization range of the S&P 500 Index was approximately $3.88 billion to $1.10 trillion, as of October 31, 2019, and is expected to change frequently. We may also invest in equity securities of foreign issuers including ADRs and similar investments. Generally, we avoid investments in issuers we deem to have significant alcohol, gaming or tobacco business.
|Asset Type||% Of Allocation|
|Total Net Assets||28.59 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$250|
|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|
|GOOG||ALPHABET INC CLASS C||3.57%|
|AMZN||AMAZON COM INC||2.82%|
|GS||GOLDMAN SACHS GROUP INC||2.60%|
|JPM||JPMORGAN CHASE & CO||2.30%|
|AMAT||APPLIED MATERIALS INC||2.21%|
|RS||RELIANCE STEEL & ALUMINUM||2.15%|
|EVR||EVERCORE PARTNERS INC CL A||2.12%|
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