Patrick Stanton

Information Technology

Kitty Forrest

Banking and Finance

Fund Details

INV 001 (A) 9/15/1999 Growth Fund $1000 USD 30 Days 2.5% anually Low

U.S. Dividend Focused

High Quality Concentrated Portfolio

[dropcap]Curabitur[/dropcap] blandit tempus porttitor. Cras mattis consectetur purus sit amet fermentum. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.

Curabitur blandit tempus porttitor. Cras mattis consectetur purus sit amet fermentum. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.

Fund Performance

As of First Quarter 2016
YTD 1YR 3YR 5YR 10YR
2.4 12.2 9.4 6.0 4.5

Sector Allocation

As Per Most Recent Data
  • Industrial % 20
  • Solar Energy % 7
  • Wind Energy % 12
  • Indices % 6
  • Cash & Equivalents % 18
  • Crude Resources % 14