|100 Pearl St., 9th Fl. , Hartford, CT 06103|
|Fund Manager||Team Managed|
The fund seeks long-term growth of capital and income. The fund seeks to achieve its investment objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies with large market capitalizations. The fund currently considers a company market capitalization to be large if it equals or exceeds $5 billion. The fund normally invests significantly in securities that the portfolio managers expect will generate income (for example, by paying dividends). The portfolio managers use a value investing style focusing on companies whose securities the portfolio managers believe have attractive valuation and fundamental strength. The portfolio managers partition the funds selection universe by industry and then identify what they believe to be the most attractively valued securities in each industry. While the funds portfolio selections are guided by this analysis, the funds industry allocations may deviate from those of its primary benchmark and typically represent abroad range of industry groups. The portfolio managers use initial parameters and quantitative tools to narrow the funds selection universe and also review and consider fundamental changes. After narrowing the universe through a combination of qualitative analysis and fundamental research, the portfolio managers select securities for the fund. In addition to common stocks and other equity securities (such as preferred stocks, convertible securities and warrants), the fund may invest up to 25% of its assets in real estate investment trusts (REITs) and real estate-related investments,and a portion of its assets in non-U.S. securities (including through American Depositary Receipts (ADRs)), including emerging market securities.The fund may utilize foreign currency exchange contracts, options, stock index futures contracts and other derivative instruments. Although the fund did not invest significantly in derivative instruments as of the most recent fiscal year end, it may do so at any time.
|Asset Type||% Of Allocation|
|Total Net Assets||3.75 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|JPM||JPMORGAN CHASE & CO||4.67%|
|NEE||NEXTERA ENERGY INC||2.98%|
|LHX||L3HARRIS TECHNOLOGIES INC||2.31%|
|HD||HOME DEPOT INC||2.10%|
|MRK||MERCK & CO||1.94%|
|GOOGL||ALPHABET INC CLASS A||1.78%|
|SPGI||S&P GLOBAL INC||1.67%|
|ROP||ROPER TECHNOLOGIES INC||1.65%|
|AMT||AMERICAN TOWER CORP||1.62%|
Join the Action Alerts PLUS Community today!
New York rules now require delivery services to pay workers once a week, offer payment options, and more.
Affirm shares climb as the buy-now-pay-later network draws support from Mizuho and Morgan Stanley analysts.
Stocks moving in premarket trading Friday include Nike, Roku, Salesforce, Coinbase and Bitcoin.
Evergrande's default saga, as well as mounting supply chain issues, have stocks on the back foot Friday, with Wall Street futures slipping modestly into the red.
Nike's cut its full year sales forecast, and warned of delays over the holiday season, after missing Q1 revenue forecasts owing to supply chain disruptions in Asia.
Costco said it will limit purchases of certain 'key' items in the months ahead amid what it called an "uptick in Delta-related demand" following solid fourth quarter earnings.
China's central bank, the PBOC, said Friday that all forms of cryptocurrency trading and financing are 'illegal activities that are strictly prohibited'.
Stock futures dip as Evergrande triggers caution, Evergrande misses dollar bond debt payment; Nike warns on supply chain delays; Costco to limit key item purchases; China bans all cryptocurrency trading.