The fund primarily allocates its capital to a concentrated portfolio of premier, substantial U.S. corporations. Its advisor strategically identifies established domestic firms exhibiting strong growth potential across diverse economic sectors. Typically, the portfolio dedicates a minimum of 80% of its net assets to the common shares of these large-capitalization entities. On occasion, the fund may opt to invest in exchange-traded funds as an alternative to purchasing individual securities directly.
Sector exposure data isn't available for this fund yet.
Holdings data isn't available for this fund yet.
