The fund invests primarily in U.S. common stocks with the potential to generate higher returns relative to the broad U.S. equity market by investing in stocks with relatively lower share prices relative to fundamental values as determined by the advisor. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.
Company profile updated October 12, 2026.
As of October 9, 2026. Daily closing data may differ from the live quote shown in the dashboard.
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