Its core objective is to achieve capital appreciation. The portfolio primarily allocates at least 80% of its holdings to common equities of substantial U.S. corporations, generally aligned in market capitalization, at the time of investment, with companies found in the Russell 1000® Growth Index. Stock selection is guided by the Adviser's distinctive growth methodology, prioritizing well-established firms with robust, consistent earnings expansion, provided they can be acquired at attractive valuations. This analytical framework integrates proprietary quantitative instruments with the informed qualitative assessments of the investment professionals.
Sector exposure data isn't available for this fund yet.
Holdings data isn't available for this fund yet.
