|82 Devonshire St , Boston, MA 02109|
|Fund Manager||Matthew W. Fruhan|
|Manager Tenure||15 Years 11 Months|
The fund seeks long-term growth of capital.The Adviser normally invests the fund's assets primarily in common stocks.The Adviser normally invests at least 80% of the fund's assets in securities of companies with large market capitalizations.Although a universal definition of large market capitalization companies does not exist,for purposes of this fund, the Adviser generally defines large market capitalization companies as those whose market capitalization is similar to the market capitalization of companies in the Russell 1000 Â® Index or the S&P 500 Â® Index.A company's market capitalization is based onits current market capitalization or its market capitalization at the time of the fund's investment.The size of the companies in eachindex changes with market conditions and the composition of the index.The Adviser may invest the fund's assets in securities of foreign issuers in addition to securities of domestic issuers.The Adviser is not constrained by any particular investment style.At any given time, the Adviser may tend to buy "growth"stocks or "value" stocks,or a combination of both types.In buying and selling securities for the fund,the Adviser relies on fundamental analysis,which involves a bottom-up assessment of a company's potential for success in light of factors including itsfinancial condition, earnings outlook,strategy, management,industry position,and economic and market conditions.If the Adviser's strategies do not work as intended,the fund may not achieve its objective.
|Asset Type||% Of Allocation|
|Total Net Assets||183.26 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|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|
|GE||GENERAL ELECTRIC CO||7.10%|
|WFC||WELLS FARGO & CO||4.64%|
|XOM||EXXON MOBIL CORP||4.15%|
|BAC||BANK OF AMERICA CORPORATION||3.75%|
|MO||ALTRIA GROUP INC||2.71%|
|UPS||UNITED PARCEL SERVICE||2.16%|
|BMY||BRISTOL MYERS SQUIBB CO||1.93%|
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