|82 Devonshire St , Boston, MA 02109|
|Fund Manager||Jason Weiner|
|Manager Tenure||3 Years|
The fund seeks capital appreciation. Normally investing primarily in common stocks. Investing in domestic and foreign issuers. Investing in either "growth" stocks or "value" stocks or both. Using fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
|Asset Type||% Of Allocation|
|Total Net Assets||6.10 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|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|
|GOOGL||ALPHABET INC CLASS A||4.63%|
|UNH||UNITEDHEALTH GROUP INC||4.15%|
|AMZN||AMAZON COM INC||3.74%|
|0700.HK||TENCENT HOLDINGS LTD||2.13%|
|GOOG||ALPHABET INC CLASS C||1.91%|
Master The Market with the Help of Our Financial Experts
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