Address And Details
|90 Hudson St 10th Flr , Jersey City, NJ 07302|
|Fund Manager||Team Managed|
Strategy And Objective
The Funds investment objective is to seek current income and capital appreciation. The Fund invests in equity securities of large and mid-sized companies that the Funds portfolio management team believes have potential for long-term total return and consistent increases in their dividends over time resulting from their earnings growth. In particular, the Fund focuses on large and mid-sized companies that have a ten-year history of dividend issuance and growth, which represents a narrow investable universe. The Fund may invest in companies of any size, but expects to invest in companies having a market capitalization at the time of purchase of at least $500 million.
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||1.45 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 10/31/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 10/31/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|JPM||JPMORGAN CHASE & CO||3.53%|
|APD||AIR PRODUCTS & CHEMICALS I||3.07%|
|TXN||TEXAS INSTRUMENTS INC||2.40%|
|HON||HONEYWELL INTL INC||2.27%|
|LOW||LOWE'S COS INC||2.12%|
|AMP||AMERIPRISE FINANCIAL INC||2.11%|
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