Large Cap Value

Fund Summary

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

Performance Overview (as of 03/31/23)


Current YTD  11.900%


* Earnings results calculated on total investment return

Sector Allocation

Chart by Visualizer

Investment Description

Focused on buying large size, undervalued companies with unrecognized long-term growth prospects.  Large-value stocks are often mature and stable companies that typically pay regular dividends.  Seeks long-term repositioning and value from companies that have sizeable potential for better earnings than market has priced into the stock.  Emphasis on both income and capital appreciation.

Fund Profile

  • Inception Date:  May, 2022
  • Benchmark:  Russell 1000 Value
  • Average Number of Holdings:  30
HTML Snippets Powered By :