Address And Details
|P. O. Box 9780 , Providence, RI 02940|
|Fund Manager||Team Managed|
Strategy And Objective
The investment objective of the Global Opportunities Fund is to achieve long-term capital appreciation. The Global Opportunities Fund pursues its investment objective by using a quality growth investing style. The Fund invests in a focused portfolio of the common stocks of high-quality U.S. companies and the common stocks and depositary receipts of high-quality companies that are organized under the laws of other countries around the world.
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||183.41 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 11/30/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 11/30/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|AMZN||AMAZON COM INC||5.76%|
|TEAM||ATLASSIAN CORPORATION PLC||4.60%|
|PYPL||PAYPAL HOLDINGS INC||3.58%|
|GOOG||ALPHABET INC CLASS C||3.41%|
|TSM||TAIWAN SEMICONDUCTOR MANUFACT||3.38%|
|AXON||AXON ENTERPRISE INC||3.30%|
|BAM||BROOKFIELD ASSET MANAGEMENT||3.15%|
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