Fund Summary
The All Cap Growth fund seeks long-term capital appreciation through investment in large-, mid-, and small- capitalization stocks that have the potential for above average long-term earnings and/or cash flow growth.
Performance Overview (as of 06/30/24)
| Current YTD | 23.120% |
| One Year (2023) | 44.560% |
* Earnings results calculated on total investment return
Sector Allocation
Investment Description
Invests in leading companies that are participating in major disruptions in the economy. These disruptions are induced by new technological solutions and innovations. All size companies—large, medium, and small—believed to have superior growth characteristics will be considered for investment. Focus on companies with fundamentally strong revenue growth and earnings growth. Emphasis on capital appreciation.
Fund Profile
- Inception Date: May, 2022
- Benchmark: Russell 3000 Growth Index
- Average Number of Holdings: 35
