Address And Details
|1345 Ave of the Americas , New York, NY 10105|
|Fund Manager||Team Managed|
Strategy And Objective
The Fund investment objective is long-term growth of capital. The Fund invests primarily in domestic equity securities of companies selected by the Fund Adviser for their growth potential within various market sectors. When selecting securities, the Adviser looks for companies that have experienced management teams, strong market positions, and the potential to deliver greater-than-expected earnings growth rates.In managing the Fund, the Adviser allocates investments among broad sector groups and selects specific investments based on the fundamental company research conducted by the Adviser internal research staff, assessing the current and fore casted investment opportunities and conditions, as well as diversification and risk considerations. The Adviser research focus is on companies with high sustainable growth prospects, high or improving return on invested capital, transparent business models, and clear competitive advantages.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||1.28 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$2500|
|Timeframe||Average Annual Current Performance Monthly As Of 12/31/2021||Average Annual Current Performance Quarterly As Of 12/31/2021||Avg Annual Current Performance Monthly As Of 12/31/2021||Avg Annual Current Performance Quarterly As Of 12/31/2021|
|Life Of Fund||
Top 10 Holdings
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