TRGO TRGOX 15 Dec 2023 Paid | Annual | $1.34 Per Share |
TRGO TRGOX 15 Dec 2022 Paid | Other | $1.78 Per Share |
TRGO TRGOX 15 Dec 2021 Paid | Annual | $1.77 Per Share |
TRGO TRGOX 15 Dec 2020 Paid | Annual | $0.22 Per Share |
TRGO TRGOX 15 Dec 2023 Paid | Annual | $1.34 Per Share |
TRGO TRGOX 15 Dec 2022 Paid | Other | $1.78 Per Share |
TRGO TRGOX 15 Dec 2021 Paid | Annual | $1.77 Per Share |
TRGO TRGOX 15 Dec 2020 Paid | Annual | $0.22 Per Share |
NASDAQ Exchange | US Country |
This fund focuses on investing a significant portion of its assets in the securities of large-cap companies, aiming to adhere to a strategy that seeks growth through investments in businesses with market capitalizations exceeding the median of those listed on the Russell 1000® Growth Index. This index is renowned for featuring a comprehensive snapshot of the largest U.S. growth stocks, making it a critical benchmark for assessing the performance of investments within this category. The investment approach emphasizes a concentration in potentially high-growth large-cap sectors, with the fund being classified as non-diverse. This classification indicates a more focused investment strategy, potentially in fewer sectors or companies, rather than spreading investments across a wide range of sectors or assets. Given the specific investment threshold, the fund is particularly suited for investors looking for exposure to large-cap growth stocks as a part of their investment portfolio.
- The fund specializes in investing in the securities of large-cap companies defined by a market capitalization larger than the median of those included in the Russell 1000® Growth Index. This focus allows investors to gain exposure to some of the largest growth-oriented companies in the U.S., aiming for significant growth potential. The fund's strategy is designed to target companies that exhibit the potential for high growth, capitalizing on the dynamic nature of large-cap markets.
- Unlike diversified funds, this non-diversified fund concentrates its investments more narrowly in specific companies or sectors. While this strategy may potentially offer higher returns by focusing on selected growth opportunities, it also involves a higher level of risk compared to more diversified investment approaches. This structure is intended for investors who are comfortable with a higher risk tolerance in exchange for the potential of substantial growth afforded by concentrating investments in what the advisor believes to be high-potential large-cap stocks.