|601 Congress Street , Boston, MA 02210-2805|
|Fund Manager||Jonathan White|
|Manager Tenure||6 Years 6 Months|
To seek long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. Market capitalizations of these companies will span the capitalization spectrum. Equity securities include common, convertible, and preferred securities and their equivalents. The manager seeks to identify companies that demonstrate key growth drivers, sustainable cash flow production, and high returns on capital, sustainable competitive advantages, and strong management. The manager looks for both growth and value opportunities, using the present value of estimated future cash flows to measure intrinsic value. The fund may focus its investments in a particular sector or sectors of the economy.
|Asset Type||% Of Allocation|
|Total Net Assets||26.96 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|
|AMZN||AMAZON COM INC||7.21%|
|GOOG||ALPHABET INC CLASS C||5.86%|
|BAC||BANK OF AMERICA CORPORATION||3.50%|
|POST||POST HOLDINGS INC||3.40%|
|FHB||FIRST HAWAIIAN INC||3.13%|
|FWONK||LIBERTY FORMULA ONE GROUP||2.82%|
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