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 06/30/26)
| Current YTD | -0.310% |
| One Year (2025) | 17.750% |
| Three Year | 13.936% |
| Five Year | 13.795% |
| Life to Date | 13.795% |
* Earnings results calculated on total investment return
Sector Allocation
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