Large Cap Growth

Fund Summary

The Large Cap Growth fund is set to achieve long term capital appreciation by investing in a diversified portfolio of large-capitalization stocks.

Performance Overview (as of 09/30/23)


Current YTD    36.100%


* Earnings results calculated on total investment return

Sector Allocation

Investment Description

Appropriate for investors seeking exposure to high quality, profitable and disruptive large size companies with the potential to grow at above market rates for the long term.  A diversified portfolio that emphasizes active controls to mitigate single stock risk.  Focuses attention on the best companies to own in each sector without trying to time broader market movements.  Emphasis on capital appreciation.

Fund Profile

  • Inception Date:  May, 2022
  • Benchmark:  Russell 1000 Growth Index
  • Average Number of Holdings:  50-55
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