Performance
YTD: 27.7%
Performance YTD result is an estimated percentage based on a model account and may not be performance of your account.
As Of: 09/30/2024
Market Exposure
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Large-Cap Growth
Large-Cap Growth is a long-term growth strategy focused on capital appreciation. The goal is to generate significant capital appreciation over the long term by investing in growth-oriented, large-cap companies. These are typically organizations with a market capitalization of over $10 billion that exhibit a potential for highearnings growth, above their peers, and display sustainable competitive advantages.
Date Update
February 10, 2024