The fund will invest primarily in securities of large cap companies, but may invest in companies of any market capitalization. It normally invests in a relatively limited number of companies, generally 30 to 45 securities, but may incorporate more securities to account for liquidity constraints. The fund will invest principally in U.S. exchange-listed common stocks and American Depositary Receipts (ADRs). 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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