In pursuing its investment objective, the fund normally invests at least 65% of its total assets in equity and equity-related securities of companies that the advisor believes have strong capital appreciation potential. The fund may invest in common stocks of companies of every size"small-, medium- and large-capitalization"although its investments are mostly in medium- and large-capitalization stocks. 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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