Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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To achieve the fund"s investment objective of long-term capital appreciation, the fund invests in equity securities of approximately 25 to 30 companies Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies meeting the criteria for quality and growth as determined by the fund's investment adviser,. The fund is non-diversified. more
Time Frame | JGRW | S&P500 |
---|---|---|
1-Week Return | 0.39% | 1.35% |
1-Month Return | 1.19% | 1.42% |
3-Month Return | 1.72% | 3.61% |
6-Month Return | 2.92% | 9.32% |
1-Year Return | 4.76% | 23.18% |
Time Frame | JGRW | S&P500 |
---|---|---|
1-Week Return | 22.50% | 101.22% |
1-Month Return | 15.48% | 18.71% |
3-Month Return | 7.16% | 15.47% |
6-Month Return | 6.01% | 19.80% |
1-Year Return | 4.76% | 23.18% |
Stock name | Ticker | Weight |
---|---|---|
| ACN | 7.86% |
| MSFT | 7.34% |
| AAPL | 7.29% |
| MMC | 6.53% |
| SYK | 6.18% |
| GOOGL | 5.52% |
| INTU | 5.18% |
| MA | 4.95% |
| ADP | 4.57% |
| KLAC | 3.81% |
Sector | Weight |
---|---|
Information Technology | 45.58% |
Health care | 15.10% |
Financials | 11.60% |
Industrials | 9.08% |
Consumer staples | 5.96% |
All Others | 12.68% |