This fund primarily invests in stocks, dedicating a minimum of 80% of its total assets to equity securities. It has the flexibility to allocate up to 25% of its portfolio to international equities, typically accessed via American Depositary Receipts (ADRs) or comparable investment vehicles. The investment strategy centers on identifying companies that the advisor believes demonstrate significant potential for long-term, consistent growth in both their sales and profits. Importantly, the fund is not constrained by a company's market capitalization and may invest in businesses of any size.
Sector exposure data isn't available for this fund yet.
Holdings data isn't available for this fund yet.
