ABOUT THIS FUND
The fund seeks to achieve its investment objective by investing primarily in exchange-traded common stocks of U.S. companies that the Sub-Adviser believes have potential for earnings or revenue growth. It may invest in securities of issuers of all capitalization sizes; however, it will primarily hold securities of large and mid-capitalization issuers. The fund usually will hold a relatively small number of stocks (approximately 25-30) and may invest more than 25% of its assets in a given sector. It is non-diversified.
PRICE
$10.17 ▲ UP 48.35% (+$73.38)—
No price history available for IVSG over this range.
HOLDINGS
TOP 20 OF 21 · 83.28% OF THE FUNDRANK STOCK WEIGHT SHARES VALUE
