34.10
+0.16(+0.47%)
Currency In USD
Address
6210 Ardrey Kell Road
Charlotte, NC 28277
United States of America
Phone
704-544-2399
Website
N/A
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
January 31, 2020
The fund seeks to achieve its investment objective by investing primarily in large and mid-cap U.S. common stocks, and employs defensive techniques, including strategic portfolio positioning, to achieve lower overall volatility as compared to the market generally. The fund will invest not less than 80% of the value of its net assets in the equity securities of U.S. companies.