The fund invests, under normal market conditions, at least 80% of its investable assets in equity and equity-related securities. The fund seeks to achieve its investment objective by investing, under normal circumstances, in companies that the advisor believes are undervalued compared to their perceived worth ("value companies"). The fund may invest in companies of any market capitalization.
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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