The advisor pursues the fund's investment objective by constructing a portfolio of companies that exhibit a track record of moving through recessionary periods with little to minimal impact on aggregate earnings growth relative to the overall equity market. The Advisor selects the fund"s portfolio securities from a universe of the largest 750 equity securities listed in the U.S. equity market, which may be a combination of large, mid, and small capitalization companies.
Company profile updated October 15, 2026.
As of October 12, 2026. Daily closing data may differ from the live quote shown in the dashboard.
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