|P.O.Box 8528 , Boston, MA 02266|
|Fund Manager||Scott Davis|
|Manager Tenure||7 Years 1 Months|
The Fund seeks to provide high total return from a portfolio of selected equity securities. Under normal circumstances, the Fund invests at least 80% of its Assets in equity securities of U.S. companies. Assets means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy,the Fund primarily invests in common stocks of large- and medium-capitalization U.S. companies but it may also invest up to 20% of its Assets in common stocks of foreign companies, including depositary receipts.Depositary receipts are financial instruments representing a foreign companys publicly traded securities. A depositary receipt trades on a stock exchange in a country different from the companys local market.
|Asset Type||% Of Allocation|
|Total Net Assets||1.92 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||
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