|82 Devonshire St , Boston, MA 02109|
|Fund Manager||Matthew Fruhan|
|Manager Tenure||16 Years 4 Months|
The fund seeks long-term growth of capital.Normally investing at least 80% of assets in common stocks of companies with large market capitalizations (which, for purposes of this fund,are those companies with market capitalizations similar to companies in the Russell 1000 Index or the S&P 500 Index).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||3.03 B|
|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||6.79%|
|WFC||WELLS FARGO & CO||4.61%|
|XOM||EXXON MOBIL CORP||4.16%|
|BAC||BANK OF AMERICA CORPORATION||3.70%|
|MO||ALTRIA GROUP INC||2.71%|
|UPS||UNITED PARCEL SERVICE||2.16%|
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