Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in U.S. securities demonstrating positive momentum. The fund defines positive momentum as having positive returns for the previous one-, three-, six-, or twelve-month period or returns greater than the investment universe for the previous one-, three-, six-, or twelve-month period. The fund 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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