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Rank

Rank Universe

Summary

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

The investment process is designed to identify companies of any market capitalization that demonstrate promising growth outlook.

The research team uses fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The fund l More

Link

Fund Manager(s)

Price

  • $ 29.22 ( -1.01 )
    Feb 21, 2025
    Last Close
  • Net Assets
  • Holding

  • 52-Week High/Low
  • $31.75 - $22.34
  • Turnover
  • 86.5%
  • Expense Ratio
  • 1.50%

Documents

Prospectus

Annual Reports

Performance

YTD

-

3 Year

101.66%

5 Year

20.59%

Best

56.52%

2009

Worst

-43.19%

2008

Alpha

SPECX Russell 1000

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