| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 676 | $33,840.56 | $39,383.76 | $5,543.2 | 16.38% |
| NASDAQ (NMS) Exchange | US Country |
The fund is an investment vehicle that primarily targets the common stocks of U.S. companies with a potential for above-average earnings growth. It operates with a diversified approach, not limiting itself to any specific market sectors or market capitalizations. While the fund has shown a historical preference for investing in large- and mid-capitalization companies, it does not shy away from allocating a significant portion of its assets to small-capitalization stocks as well. This strategy indicates a flexible investment approach designed to capture growth across the breadth of the market.
The fund primarily focuses on investing in the common stocks of U.S. companies that show potential for above-average earnings growth. This includes companies across all sectors, providing a broad exposure to the growth potentials of the U.S. economy.
Its investments span across different market capitalizations, including large-, mid-, and small-cap companies. This diversification helps in mitigating risk while seeking to optimize returns by tapping into the growth dynamics of companies at different stages of development.