David Marks Portfolio Quotations

Together the funds offer exposure to the full Morningstar-style box. Equity investors in these funds will have the opportunity to capture coverage of most of the total market without substantial risk of overlap. It will make it easier for investors and advisors to use these funds effectively and to know instantly from the name what each piece of the portfolio does.

We've moved from a team approach to a single portfolio manager, who is responsible for the inclusion of the team's ideas into the portfolio. Analysts are held accountable for the strength of their recommendations.