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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

  • $ 52.65 ( +1.34 )
    Apr 23, 2025
    Last Close
  • Net Assets
  • Holding

  • 52-Week High/Low
  • $69.93 - $48.15
  • Turnover
  • 49%
  • Expense Ratio
  • 0.91%

Advisor

Documents

Prospectus

Annual Reports

Performance

YTD

-

3 Year

33.02%

5 Year

18.9%

Best

55.31%

2009

Worst

-45.39%

2008

Alpha

HRCIX Russell 1000

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