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Invests in approximately 50 large capitalization common stocks.
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Blue Chip Value Fund is a closed-end mutual fund that seeks a high level of long-term total return through the advisor's Modern Value Investing approach. This approach is used by the Fund to invest in approximately 50 common stocks believed to be the best values among those issued by the 300 largest dividend-paying companies (based on either market capitalization or revenues) and headquartered in the United States.
Blue Chip Value Fund is a closed-end mutual fund that seeks a high level of total return
through investment in a portfolio having at least 80% of its net assets in equity securities
of large companies with headquarters in the United States. These stocks are
those included in, or similar in size
Date Added: May 12, 2010 Hits: Rating: 0.00 Votes: 0
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Two funds; Adams Express which invests primarily in United States based companies (NYSE:ADX) and Petroleum and Resources Corporation (NYSE:PEO) emphasizing natural resources stocks.
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Generation after generation — we grow with you.™
The Adams Express Company (NYSE: ADX) is a publicly-traded diversified equity fund. The Company uses a conservative investment philosophy and the portfolio is managed with the expectation that it will generate solid returns with
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Date Added: May 12, 2010 Hits: Rating: 0.00 Votes: 0
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Funds managed by Alpine Woods Capital Investors with an active, value-oriented, investment methodology practiced on global equity and real estate.
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Alpine Closed-End Funds offer a unique and balanced approach to investing, using dynamic research driven strategies to find investment opportunities which optimize dividend income and long-term growth of capital.
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Current Market Yield* 13.46%
Current Market Yield* 17.48%
Current Market Yield* 5.93%
Fund Data as of 5/11/2010
Have Growth and Income Objectives
Have never issued or invested in Auction Rate Securities
Not FDIC Insured | May Lose Value | No Bank Guarantee The
Date Added: May 12, 2010 Hits: Rating: 0.00 Votes: 0
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