Performance
YTD: 17.0%
Performance YTD result is an estimated percentage based on a model account and may not be performance of your account.
As Of: 12/31/2024
Market Exposure
  • Large-Cap
    48%
  • Mid-Cap
    35%
  • Small-Cap
    0%
  • Meg-Cap
    17%
Download Factsheet
All-Cap Core

All-Cap Core is an all-cap, long-term growth strategy focused on capital appreciation. The strategy invests in leading growth stocks and is a fully invested strategy with 100% exposure to equities. Positions are managed through a proprietary stock scoring system designed to build a comprehensive growth portfolio.

Date Update
April 30, 2021