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Rank

Rank Universe

Summary

The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The sub-advisor’s investment process starts by identifying companies that appear to be undervalued in relation to the company’s long-term growth fundamentals.

The research team uses fundamental analysis to evaluate a company’s earnings growth, cash flow and net worth.

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Link

Fund Manager(s)

Price

  • $ 22.6 ( -1.49 )
    Apr 4, 2025
    Last Close
  • Net Assets
  • Holding

  • 52-Week High/Low
  • $32.53 - $22.6
  • Turnover
  • 49%
  • Expense Ratio
  • 1.89%

Advisor

Documents

Prospectus

Annual Reports

Performance

YTD

-

3 Year

-35.32%

5 Year

-30.4%

Best

53.54%

2009

Worst

-49.99%

2022

Alpha

HRCCX Russell 1000

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