|P.O.Box 8528 , Boston, MA 02266|
|Fund Manager||Team Managed|
The Fund seeks to provide long-term total return from a combination of income and capital gains. The Fund will invest primarily in equity securities across all market capitalizations. The Fund may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large-capitalization companies. Equity securities in which the Fund primarily invests include common stocks and real estate investment trusts(REITs).
|Asset Type||% Of Allocation|
|Total Net Assets||1.75 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|
|BAC||BANK OF AMERICA CORPORATION||3.92%|
|BRK.B||BERKSHIRE HATHAWAY INC CL B||2.48%|
|COF||CAPITAL ONE FINANCIAL CORP||1.86%|
|WFC||WELLS FARGO & CO||1.83%|
|VZ||VERIZON COMMUNICATIONS INC||1.71%|
|BMY||BRISTOL MYERS SQUIBB CO||1.62%|
|TRV||THE TRAVELERS COMPANIES INC||1.59%|
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