Under normal market conditions, the portfolio managers will invest at least 80% of the fund’s assets in securities of large capitalization companies. For purposes of this 80% test, the advisors define large capitalization companies as those with capitalizations within the range of the Russell 1000® Index. In selecting stocks for the fund, the portfolio managers look for companies whose stock price may not adequately reflect the company’s value.
09 4月 2026現在、最大の保有資産はMarsh McLennan Cos Inc, JPMorgan Chase Co, Truist Financial Corp, Duke Energy Corp, Johnson Johnson, Unilever PLCを含みます。ALVDX ファンドの保有資産の完全なリストを確認してください。