|P.O.Box 8528 , Boston, MA 02266|
|Fund Manager||Team Managed|
The Fund seeks to provide long-term capital appreciation from a broadly diversified portfolio of U.S. stocks while neutralizing the general risks associated with stock market investing. The Fund takes long and short positions in different securities,selecting from a universe of mid- to large-capitalization stocks with characteristics similar to those of the Russell 1000 and/or Standard &Poors 500 (S&P 500) Indexes, in an effort to insulate the Funds performance from the effects of general stock market movements. As of the last reconstitution of the Russell 1000 Index on October 16,2017, the companies in the index included companies with market capitalizations ranging from $1.55 billion to $581.60 billion. As of the last reconstitution of the S&P 500 Index on September 15, 2017, the companies in the index included companies with market capitalizations of $3.63 billion to $819.57 billion.
|Asset Type||% Of Allocation|
|Total Net Assets||16.41 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|
|FANG||~DIAMONDBACK ENERGY INC||2.10%|
|AMZN||AMAZON COM INC||1.75%|
|GOOG||ALPHABET INC CLASS C||1.51%|
|SWK||STANLEY BLACK & DECKER INC||1.32%|
|TT||TRANE TECHNOLOGIES PLC||1.17%|
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