Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of large cap companies. The Adviser defines large cap companies as companies with market capitalizations of $5 billion or more, measured at the time of purchase. It may also invest in small and mid-cap companies, convertible securities, preferred stocks, rights and warrants. 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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