|82 Devonshire St , Boston, MA 02109|
|Fund Manager||John D. Roth|
|Manager Tenure||15 Years 3 Months|
The Fund seeks capital appreciation.Normally investing primarily in common stocks. The Adviser normally invests the fund's assets primarily in common stocks. The Adviser seeks to identify early signs of long-term changes in the marketplace and to focus on those companies that may benefit from opportunities created by these changes. The Adviser also examines technological advances, product innovation, economic plans, demographics, social attitudes, and other factors to identify companies that are innovating in their industry and growing market share. The Adviser favors companies that show potential for stronger-than-expected earnings or growth and industries that are undervalued or out-of-favor. The fund's strategy can lead to investments in small and medium-sized companies. 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 its financial 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.Equity securities represent an ownership interest, or the right to acquire an ownership interest, in an issuer. Different types of equity securities provide different voting and dividend rights and priority in the event of the bankruptcy of the issuer. Equity securities include common stocks, preferred stocks, convertible securities, and warrants.
|Asset Type||% Of Allocation|
|Total Net Assets||2.70 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|
|GE||GENERAL ELECTRIC CO||4.56%|
|WFC||WELLS FARGO & CO||3.45%|
|BMY||BRISTOL MYERS SQUIBB CO||2.33%|
|XOM||EXXON MOBIL CORP||2.24%|
|BAC||BANK OF AMERICA CORPORATION||2.08%|
|PNC||PNC FINANCIAL SERVICES GROUP||1.88%|
|AIG||AMERICAN INTERNATIONAL GROUP||1.81%|
|UNH||UNITEDHEALTH GROUP INC||1.39%|
Master The Market with the Help of Our Financial Experts
Technical indicators for health tech company's shares appear to be improving.
United Airlines temporarily can't force employees to take unpaid leave if they have a medical or religious excuse from taking the COVID-19 vaccine.
Digital asset marketplace and wallet provider Bakkt closed its SPAC merger with VPC Impact Acquisition Holdings.
Upside remains for steelmaker even after key downgrade, as infrastructure spending is still in play in Washington.
Cramer says the clouds over Wall Street may have broken. Get ready for next week's earnings parade.
Internal unrest over content of comedian's latest program continues at streaming giant.
Tether made 'untrue or misleading statements and omissions in connection with the U.S. dollar tether token stablecoin,' the CFTC said.
Virgin Galactic stock had verged on a breakout. Now it's dropping. Here's where we're looking to buy the dip.