The Portfolio's investment objective is to realize superior investment returns throughout various market cycles while maximizing risk-adjusted returns relative to the broad US equity market. The Portfolio seeks to meet its investment objective by investing primarily in U.S. exchange traded equity securities. Under normal circumstances, the Portfolio expects to invest at least 80% of its net assets in these types of securities. A significant portion of the Portfolios investments will be allocated to medium and large market capitalization companies, although the Portfolio will invest in stocks of small market capitalization companies.
Fees and Expenses
Fund's portfolio distribution among the different geographical areas.
|United States of America||98,92%|
Fund's investments distribution.
|Berkshire Hathaway Inc||4,72%|
|Fifth Third Bancorp||3,57%|
|Johnson & Johnson||3,12%|
|Pnc Financial Services Group||2,94%|
Fund's possitions distribution by the sdctor they belong to.