12.38
+0.08(+0.65%)
Currency In USD
Address
7250 Redwood Boulevard
Novato, CA 94945
United States of America
Phone
8009664354
Website
N/A
Sector
N/A
Industry
N/A
Employees
N/A
First IPO Date
March 20, 2009
The fund invests in growth-oriented common stocks of larger companies by utilizing a quantitative formula known as the Cornerstone Large Growth Formula (the "Large Growth Formula"). It purchases 50 stocks weighted equally by dollar amount, with 2% of the portfolio's assets invested in each. Using the Large Growth Formula, the universe of stocks is re-screened and the portfolio is rebalanced annually, generally in the winter.