Open/Closed To New Investors

Indicates whether the fund accepts investments from those who are not existing investors. The fund may be closed to new investors because the fund’s asset base is getting too large to effectively execute its investing style. Although, the fund may be closed, in most cases, existing investors are able to add to their holdings.

Other Net

The percentage of the fund’s assets invested in U.S. stock.

See Asset Allocation.

Weiss Ratings