Under normal circumstances, the fund invests at least 80% of the fund"s net assets in equity securities of large capitalization U.S. companies. The fund"s portfolio managers attempt to incorporate a consistent, disciplined, and repeatable process that combines fundamental analysis with a proprietary valuation framework that seeks to exploit the price inefficiencies of high-quality companies relative to their future growth prospects. It is non-diversified.
Company profile updated October 11, 2026.
As of October 9, 2026. Daily closing data may differ from the live quote shown in the dashboard.
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