Normally investing at least 80% of assets in U.S. equity securities. The fund invests primarily in common stocks. Investing assets across market cap ranges in large cap, mid cap, and small cap stocks. Generally utilizing a research-driven approach identifying long-term drivers of stock returns that may include, but are not limited to, valuation, growth, quality, and other factors.
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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