Address And Details
|P. O. Box 219078 , Kansas City, MO 64121|
|Fund Manager||Team Managed|
Strategy And Objective
The Funds investment objective is to seek capital appreciation. The Fund mainly invests in common stocks of U.S. companies of different capitalization ranges. The Fund currently focuses on larger capitalization issuers,which are considered to be companies with market capitalizations equal to the companies in the Russell 1000 Index. The portfolio managers use fundamental research to select securities for the Funds portfolio, which is comprised of both growth and value stocks. While the process may change over time or vary in particular cases, in general the selection process currently uses a fundamental approach in analyzing issuers on factors such as a companys financial performance,company strength and prospects, industry position, and business model and management strength. Industry outlook, market trends and general economic conditions may also be considered. The portfolio is constructed and regularly monitored based upon several analytical tools, including quantitative investment models. Quantitative models are used as part of the idea generation process to rank securities within each sector to identify potential buy and sell candidates for further fundamental analysis. The Fund aims to maintain a broadly diversified portfolio across major economic sectors by applying investment parameters for both sector and position size. The portfolio managers use the following sell criteria: the stock price is approaching its target, deterioration in the company competitive position, poor execution by the companys management,or identification of more attractive alternative investment ideas.
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||550.82 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000000|
|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
|Symbol||Company Name||% Of Assets|
|AMZN||AMAZON COM INC||5.68%|
|FB||META PLATFORMS INC||3.94%|
|JPM||JPMORGAN CHASE & CO||3.25%|
|UNH||UNITEDHEALTH GROUP INC||2.99%|
|HCA||HCA HEALTHCARE INC||2.66%|
|UPS||UNITED PARCEL SERVICE||2.48%|
|AMAT||APPLIED MATERIALS INC||2.18%|
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