80.42
+0.36(+0.45%)
Currency In USD
Address
2777 East Camelback Road, Suite 375
Phoenix, AZ 85016
United States of America
Phone
602-889-3660
Website
N/A
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
November 26, 2014
The investment seeks long-term capital appreciation. To achieve its investment objective, the fund will maintain approximately 25-30 companies in its portfolio and will invest in the common stocks of large capitalization ("large-cap") U.S. companies. The fund's manager considers large-cap companies to be those publicly traded U.S. companies with capitalizations exceeding $5 billion. It is non-diversified.