Growth Strategy
The Growth Strategy seeks long-term growth of capital by investing primarily in large-capitalization companies. The strategy invests across approximately 30 holdings, opportunistically focusing on companies with a consistent history of earnings growth.
The strategy may invest assets in securities of foreign companies or ETFs of foreign indices, including emerging markets.
Top Ten Holdings as of 9/30/2021
Sorted alphabetically by company name. Holdings are subject to change after the date presented. Quotes are 15 minute delayed.