Address And Details
|82 Devonshire St , Boston, MA 02109|
|Fund Manager||Kwasi Dadzie Yeboah|
|Manager Tenure||2 Years 10 Months|
Strategy And Objective
The fund seeks capital growth. Normally investing at least 80% of assets in equity securities. Normally investing primarily in common stocks. Seeking to reduce the impact of industry weightings on the performance of the fund by considering each industry's weighting in the S&P 500 Index when allocating the fund's investments across industries. Investing in domestic and foreign issuers. Investing in either "growth" stocks or "value" stocks or both. Using quantitative analysis to evaluate growth potential, valuation, liquidity, and investment risk, along with fundamental analysis of factors such as each issuer's financial condition, its industry position, and market and economic conditions to select investments.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||2.09 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 11/30/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 11/30/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|AMZN||AMAZON COM INC||4.48%|
|GOOGL||ALPHABET INC CLASS A||3.58%|
|FB||META PLATFORMS INC||3.02%|
|UNH||UNITEDHEALTH GROUP INC||2.02%|
|JPM||JPMORGAN CHASE & CO||1.79%|
|GOOG||ALPHABET INC CLASS C||1.71%|
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