General Application Guidelines. Principal Capital Appreciation R1 (PCAMX): 1. Daniel Coleman Start Date Tenure Tenure Rank May 19, 2010 12. Distribution Fee Level Average. The Russell 3000 Index is a market-capitalization-weighted equity index maintained by FTSE Russell that provides exposure to the entire U. For this. 67% 1 year 15. The company offers investors 11 mutual funds, in terms of the number of individual fund symbols. MailSearch query. PRINCIPAL CAPITAL Shares Owned by Insiders is currently at 0. The fund's open price was 53. Stocks Analysis by Zacks Investment Research covering: . 2004 Launch of Impax Funds (Ireland) plc, a self-managed umbrella UCITS. News + Insights. 96. stock market. Read full article. 75% over the last five years. If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. Contact Email. 40% 5 year 10. Download a prospectus, or summary prospectus, if available, that contains this and other information about the fund, and read it carefully before investing. If you think that some of this. Accordingly, all performance and other information shown for the Fund for periods prior to 6. com Principal Capital Appreciation Fund (fka West Coast Equity Fund) R1. Overview Performance As of 08/31/2023 YTD 15. Pax World Funds is a group of 11 funds advised by the London-based sustainable investment firm Impax Asset Management LLC and distributed by ALPS Distributors, Inc. . You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio. by Morningstar Manager Research. 11% 3 year 9. One Year Return is the annualized return generated from holding a security for exactly 12 months. PCAMX Principal Fds Principal Capital Appreciation Fund Class R-1 (MM) Putnam Investments Launches Suite of Multi-Cap Equity Funds. Now. A high-level overview of Principal Capital Appreciation Fund Retirement (PCAMX) stock. Research information including trailing returns and hypothetical growth for. Zacks Make the Most of Your Retirement with These Top-Ranked Mutual Funds - March 18, 2020Search query. Through monetary grants, JustPax invests in projects and initiatives that bring innovative and novel approaches. Zacks Make the Most of Your Retirement with These Top-Ranked Mutual Funds - March 18, 2020If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. European asset managers launch a record number of 505 new ESG funds and repurposed more than 250 conventional funds, bringing the total. Life and Money. comFunds. This fund has managed to produce a robust 12. Analyze the Fund Impax Sustainable Allocation Fund Investor Class having Symbol PAXWX for type mutual-funds and perform research on other mutual funds. These funds offer investors a stability, and are perfect for people with a "buy and. In Europe, flows into ESG funds add up to EUR 233 billion. 44% management fee. 00%. Total Assets 107. Rated on Dec 19, 2022 Published on. See the company profile for Impax Large Cap Fund Institutional (PXLIX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key. Get the latest Principal Fds Inc. If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. The funds are grouped and managed with an eye toward the risks and rewards brought by a move to a green economy and concern for modern social and governance issues. $0. Fund . S. Equity investments are subject to market fluctuations, the fund’s share price can fall because of weakness in the broad market, a particular industry, or specific holdings. The average expense ratio from all mutual funds is 0. PXWIX. Vanguard Balanced Index is another highly regarded fund that represents the entire U. The Board of Trustees (the “Board”) may. comStocks Analysis by Zacks Investment Research covering: . Mission Statement & Values. 19. If you're already invested in these, congratulations! But if you're just now. The Pax World Balanced Fund’s primary objective is “to seek. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Outstanding Shares are shares of common stock of a public PRINCIPAL CAPITAL APPRECIATION that were purchased by investors after they were authorized and issued by the PRINCIPAL CAPITAL APPRECIATION to the public. The investment process is designed to highlight companies in the benchmark index that are trading at a discount to their private market value. Distribution Fee Level Average. Fund : USD 9. Stocks Analysis by Zacks Investment Research covering: . . Greg has substantial experience in the asset management industry, having represented mutual funds, independent directors and asset management firms during his 40-year career at Ropes & Gray LLP. | May 22, 20232 February 2015 Pacific Alliance Asia Opportunity Fund Limited Results of Share Purchase Pacific Alliance Asia Opportunity Fund Limited ,. All investing is subject to risk, including the possible loss of the money you invest. Pax Fund Perpetual Ocean Super Fund Philadelphia Yearly Meeting Pi Investments Pilgrim Lutheran Church St. equity funds open to new investors with low costs (expense ratios of 1% or less) and minimum investment. Praxis Mutual Funds is a faith-based family of mutual funds designed to help people and groups integrate their finances with their values. 2 Bil. Quote. The SPDR SSGA ETF was launched in 2016, and has generated annualized returns of 10% over the last three years. The funds’ allocations may change due to market fluctuations and other factors. 40% 5 year 10. PRINCIPAL CAPITAL Debt to Equity is currently at 0. If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. Investors should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. 22 November 2019 at 8:56 am. Gender Equality Funds is a platform that informs and empowers everyday investors. Return on Equity or ROE tells DREYFUS MASSACHUSETTS FUND stockholders how effectually their money is being utilized or reinvested. The fund invests primarily in equity securities of companies with any market capitalization, but it has a greater. RetirementThe funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. PCAMX | A complete Principal Capital Appreciation Fund;R-1 mutual fund overview by MarketWatch. -incorporated equity securities. [Since, 's' represents risk and X̄ represents return] So, we can say that, the smaller the value of CV, the better the fund. From the people at Pax World: Pax World offers mutual funds dedicated to promoting peace, protecting the environment, advancing equality, and fostering sustainable development. 29% : BNY Mellon math transform tool provides the execution environment for running the Cosh Values Of Price Series transformation and other technical functions against BNY Mellon. Principal Capital Appreciation Fund PCAMX has $340. Prior to March 31, 2021, the Impax Global Sustainable Infrastructure Fund was known as Pax ESG Beta Dividend Fund and the strategy of the Fund differed from its current strategy. 7 billion and the Pax World Balanced Fund has $1. Accordingly, performance of the Fund for periods prior to March 31, 2021 may not be representative of the performance the Fund would have achieved had the. PCAMX Principal Fds Principal Capital Appreciation Fund Class. Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. Gender Equality Funds. PCAMX: Principal Fds, Inc. The fund’s expense ratio is a little higher than average for its category at 1. DREYFUS MASSACHUSETTS FUND. USA . 62 billion in assets, and the fund was created in 1971. 94 as of the 21st of January 2023; that is 1. The largest SRI mutual funds’ single funds are small in comparison, Parnassus’ Equity Income Fund has $3. comIn the letter from the Board of Trustees, the students of Gustavus were informed “that the endowment currently offers a social responsibility fund for donors wishing to contribute in that manner,” however, after Monday, March 15, 2021 students were informed that this exists only in a PAX fund which is comprised of 25 percent socially. Performance Incp. SPDR SSGA Gender Diversity Index ETF (SHE) SHE aims to invest in US companies with a large cap that also features a high percentage of women who hold positions as directors or executives. Research information including fund fees, cost projections and minimum investments for Principal Capital Appreciation Fund. PRINCIPAL CAPITAL Working Capital. Major fund managers. 03 0. Stocks Analysis by Zacks Investment Research covering: Goldman Sachs Group Inc. Get PRINCIPAL CAPITAL stock price history and adjusted historical data with charts, graphs, and statistical analysis. Adj. Search funds . Read Zacks Investment Research's latest article on Investing. Calvert funds can be purchased through financial advisors or via online brokers. Comments. 70Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds around. Fund : USD 10. Open An Account. PCAMX is classified as a Large Cap Blend fund. Mutual Funds . . comSee All Market Activity. Mutual Funds: Profile : Friday, September 22, 2023 10:21:33 AM EDT. Presentation Sisters Queensland Presentation Sisters Wagga Wagga Provincial of The Passionists � Holy Spirit Province Australia N Put Your Money Where Your Meaning Is Community. BNY Mellon is trading at 10. Find the latest news headlines about Principal Fds, Inc. 3 Mutual Fund Misfires to Avoid - November 22, 2019. Sign in. Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. The Fund seeks long-term growth of capital by investing at least 65% of total assets in domestic or foreign blue chip firms (those with a market capitalization of at least $200. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a. 1. 3 Mutual Fund Misfires to Avoid - November. This fund, with about $570 million AUM at the end of 1Q 2021, has fossil-fuel-free holdings, according to Pax World Funds. Expense Ratio 0. 3 percent, topping the broader market by 8 percent. The concept of trend is an important idea. 55 0. Founded in 1998, Impax Asset Management has pioneered investment in the transition to a more sustainable global economy and today is one of the largest investment managers dedicated to this area. The Funds’ allocations may change due to market fluctuations and other factors. Add to portfolio. BNY Mellon value trend is the prevailing direction of the price over some defined period of time. 45. PCAMX Portfolio - Learn more about the Principal Capital Appreciation R1 investment portfolio including asset allocation, stock style, stock holdings and more. Zacks Mutual Funds Categories. Dollar-weighted average maturity is an average of the stated maturities of the bonds held by the fund, based on their dollar-weighted proportions in the fund. Beginning 10/1/2012 balance $1923. “The findings debunk the myth that there is a performance penalty associated with ESG investing,” reported Alyssa. Chart. 01 0. 8 billion. 95% expense ratio is more expensive than some funds yet, the five- and 10-year returns of 11% and 13. 65% 10 year 11. Morningstar, a financial services and research firm, has reported that about 60 percent of ESG funds outperformed others between 2010 and 2020 and in 2021 returned 33. Impax Large Cap Fund. 73%. PCAMX Principal Fds Principal Capital Appreciation Fund Class R-1 (MM) Putnam Investments’ Lifetime Income Analysis Spurs Workers to Increase Retirement Savings Rates by an Average 23 Percent How to fill out principal capital appreciation separate: 01. Review the latest Morningstar rating and analysis on the Principal Capital Appreciation R1 fund to determine if it is the right investment decision for your goals. Read Zacks Investment Research's latest article on Investing. . S. DREYFUS Mutual Fund Pattern Recognition Rising and Falling Three Methods. 01 0. S. Min. 23 0. You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio. Learn more about mutual funds at fidelity. Min. . At the end of 2014, all of. 75% over the last five years. Currency in USD Follow 2W 10W 9M 57. Get the lastest Fund Profile for Principal Fds, Inc. Investing in non-diversified funds generally will be more volatile and loss of principal could be greater than investing in more diversified funds. DREYFUS MASSACHUSETTS FUND fundamentals help investors to digest information that contributes to DREYFUS MASSACHUSETTS's financial success or failures. 8%. If your advisor has you invested in any of these "Mutual Fund Misfires of the Market" with high fees and low returns, you need to rethink your advisor. 2%. If your advisor has you invested in any of these "Mutual Fund Misfires of the Market" with high fees and low returns, you need to rethink your advisor. 79 MILLION invested in Clean200 companies, 12% of the fund Find the latest Principal Capital Appreciation Fund (PCAMX) stock quote, history, news and other vital information to help you with your stock trading and investing. 2013. Number of Shares Shorted is the total amount of shares that are currently sold short by investors. Search for: About Us. Principal Capital Appreciation Fund (PCAMX) Nasdaq - Nasdaq Delayed Price. These funds offer investors a stability, and are perfect for people with a "buy and. The mean and standard deviation of annualized percent returns are shown below. A steady team and sensible process support Impax Sustainable Allocation, but additional resources in the form of analysts and tools would generate greater confidence given the portfolio’s. . 67%. Municipal Funds, Inc. Online. 2%. Corporate Bond ETF. 00%. We help investors stay connected with DREYFUS headlines for the 25th of January to make an informed investment decision based on correlating the impacts of news items on DREYFUS Mutual Fund performance. PCAMX Principal Fds Principal Capital Appreciation Fund Class R-1 (MM) Putnam Investments Announces Industry-Leading Transparency for Retirement Plan Participants See performance data and interactive charts for Principal Capital Appreciation Fund (PCAMX). About Us. BNY Mellon Massachusetts$5,000 transferred from the Operating Fund to this account in fiscal year 2013. . Initial Investment 250,000. State Street Institutional U. American Funds Growth Portfolio A made its debut in May of 2012, and since then,. 58 MILLION invested in fossil fuels, 10% of the fundSummary. You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low-return "Mutual Fund Misfires of the Market" into your portfolio. Basic Membership Access to Journal, Shadow Stock portfolio & monthly updates for stock screens See holdings data for Principal Capital Appreciation Fund (PCAMX). PCAMX Principal Fds Principal Capital Appreciation Fund Class R-1 (MM) Putnam Announces Distribution Rates for Open-End Funds. 96%. If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. Zacks. Fully. Buying stakes in bigger companies offer. 47 percent over the past three years, 7. The fund has returned 13. 00%. Here, the CV for the Vanguard fund is smaller than t hat of the Pax fund. Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns. 30 June 2015 Pacific Alliance Asia Opportunity Fund Limited Further Update to the Proposed Share Exchange with Feeder III Pacific Alliance. 00%. 7% average involvement of its peers in the Global Large-stock Blend category. . The fund had an exceptional 2019, with year-to-date returns of 21. 6% beat the. PAX was admitted to trading on the AIM Market of the London Stock Exchange in September 2006. Seeks current income consistent with stability of principal and liquidity by investing primarily in a portfolio of high-quality, dollar-denominated, fixed-income securities that: (1) are issued by banks, corporations and the U. 2. The SPDR SSGA ETF was launched in 2016, and has generated annualized returns of 10% over the last three years. Higher turnover means higher trading fees. The 0. Principal Capital Appreciation Fund R-1 Class + Add to watchlist + Add to portfolio Add to watchlist + Add to portfolioBNY Mellon Number of Employees is currently at 1. Research information including fund fees, cost projections and minimum investments for Principal Capital Appreciation Fund. $0. The settlement between Pax World and the SEC concluded an investigation that had commenced in December 2004, prior to CEO Joe Keefe’s arrival at the company. American Funds. Careers. (Please note: online account opening is not available for Institutional Class shares; please select the “By Mail” tab for instructions. Save this fund for later to form your own custom list of funds. In April 2014, the Staff provided comments in connection with the registration statement filed for Pax World Funds Series Trust III, suggesting that the $10. Transcribed image text: x World Balanced is a highly respected, socially responsible mutual fund of stocks and bonds. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers. BNY Mellon value trend is the prevailing direction of the price over some defined period of time. World Indices. PRINCIPAL CAPITAL is United States Mutual Fund. The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. Principal Capital Appreciation Fund Class R-1 (PCAMX) at Nasdaq. Principal Capital Appreciation. 32% expense ratio and 0. The 0. 01 0. In 2018, Impax Asset Management Group plc acquired Pax World Management LLC which was subsequently renamed Impax Asset Management LLC. Stocks Analysis by Zacks Investment Research covering: Goldman Sachs Group Inc. CV 147. Search query. | September 24, 2022Bond - Inter-term Investment. Morningstar ratings: Morningstar’s star rating system is widely used to help investors choose among the thousands of mutual funds available. 0. 33 +0. BNY Mellon Shares Owned by Institutions is currently at 0. NZX 50. See performance data and interactive charts for Principal Capital Appreciation Fund (PCAMX). 26 (+0. See fees data for Principal Capital Appreciation Fund (PCAMX). The concept of trend is an. S. Mutual Funds . How to fill out principal capital appreciation separate: 01. Adj. Paul Portsmouth South Church Unitarian Universalist NH. 48 million as at 31 July 2013. Get the latest Principal Fds Inc. Zacks Equity Research. 11%) At close: 08:00PM EDT Summary Chart. 29% Analysts of BNY Mellon Massachusetts render investment recommendations by dissecting financials, analyzing earning calls, and talking to BNY Mellon vendors, executives , and customers to validate their buy-or-sell advice. BNY Mellon story: Food Basket Distributes 100K Pounds of Support in the Face of Staggering Need Big Island Now and other headlines for BNY Mellon MassachusettsTwo United Methodist ministers opposed to the Vietnam War launch the Pax Fund, which considers companies’ social/environmental performance. The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. Financial. Status Open. Principal Capital Appreciation Fund PCAMX has $355. is another highly regarded fund that represents the entire U. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. 88%. This summary is composed by our algorithm based on the analysis of the deals. The Pax World Global Women’s Equality Fund, a series of Pax World Funds Series Trust I, acquired the Women’s Equity Fund on October 29, 2007. Fund : USD 9. 40 %. 6. 23 -0. 81 X. 3 Mutual Fund Misfires to Avoid - November 22, 2019. Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor. Prospectus: $59. Funds that emphasize investments in mid-size and smaller companies generally will experience greater price volatility. Principal Capital Appreciation Fund Class R-1 from Zacks Investment Research PCAMX: Principal Fds, Inc. 43%) At close: 08:00PM EDT 1m YTD 1y 5y MaxImpax Funds Fossil fuel-free mutual funds focused on the risks and opportunities arising from the transition to a more sustainable global economy. News + Insights. Thus, these clients will pay their proportionate share of underlying fund expenses. 61 0. Read full article. 21. DREYFUS MASSACHUSETTS Three Year Return is currently at 1. 87 percent over the past year, 5. S. Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor. When a stock is sold short, the short seller assumes the responsibility of repurchasing the stock at a lower price. It also enables traders to predict the movement of DREYFUS Mutual Fund. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a. How it works. Dollar-weighted average maturity is an average of the stated maturities of the bonds held by the fund, based on their dollar-weighted proportions in the fund. NAV / 1-Day Return 14. Intermediate-Term Core-Plus Bond Funds ; Corporate Bond Funds ; High Yield Bond Funds ; Muni National Short-Term Bond Funds ; Muni National Intermediate. Research information including asset allocation, sector weightings and top holdings for Principal Capital Appreciation Fund. PAX WORLD FUNDS SERIES TRUST I . This fund has managed to produce a robust 12. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. Record the date, description, and amount of each principal capital appreciation transaction. The Good Life. Average annual total return since inception. 2. Principal Capital Appreciation Fund Class R-1 from Zacks Investment Research PCAMX: Principal Fds, Inc. These funds provide affordable investment. This fund has managed to produce a robust 12. As of August. The fund mostly fulfills this goal; however, it does exhibit 0. Dota 2. Because the Fund had no investment operations prior to the closing of the Reorganization, Pax Global Women’s Equality Fund (the “Predecessor Fund”) is treated as the survivor of the Reorganization for accounting and performance reporting purposes. Impax Global Environmental Markets Fund Institutional Cl. KraneShares Electric Vehicles & Future Mobility Index ETF ( KARS) 0. Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor. Before Pax opened the donor-advised fund in 2014, Keefe and his assistant had been fielding the calls requesting charitable donations themselves, sorting them and. 97% over the past 12 months, which. Pax World is a company that sells mutual. The fund had an exceptional 2019, with year-to-date returns of 21. This fund has managed to produce a robust 12. The Agreement for each Fund provides for the transfer of the respective Fund's assets to the Acquiring Fund in a tax-free exchange for shares of the Acquiring Fund and the assumption by the Acquiring Fund of the statedDiscover something new every day from News, Sports, Finance, Entertainment and more!You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The investment seeks to provide long-term growth of capital. Principal Capital Appreciation Fund-1 (PCAMX) price, news, buy or sell recommendation, and investing advice from Wall Street professionals. S. If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. Options: Highest Open Interest. 2%. comGet the lastest Fund Performance for Principal Fds, Inc. Expense Ratio 0. Net zero and the role of the asset management sector. New name, same philosophy. comFund USD 10. Expense Ratio 0. Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor. 980%. Category Global. 4. 00 wire redemption fee described in the Redemptions of Institutional Class or Individual Investor Class Shares section of the prospectus be disclosed in the Shareholder Fees table. Distribution Fee Level Above Average. You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio. Stocks: Most Active. 5-15. Zacks 3 Mutual Fund Misfires to Avoid - December 10, 2019Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns. BNY Mellon is United States Mutual Fund traded on NASDAQ ExchangeStocks Analysis by Zacks Investment Research covering: JPMorgan Chase & Co. Performance information shown for periods prior to the acquisition represents the performance of the acquired Women’s Equity Fund. 10% : BNY Mellon overlap studies tool provides the execution environment for running the Triple Exponential Moving Average study and other technical functions against BNY Mellon. If the debt exceeds equity of PRINCIPAL. PCAMX – Fund Analysis. Principal Capital Appreciation R1 (PCAMX): 1. These markets address a number of long term macro-economic themes: growing populations, rising. Principal Funds Large Blend. Pax Ellevate Global Women's Leadership is a systematic, well-diversified fund whose focus on gender diversity and environmental, social, and governance principles gives it an attractive. Action toolkit. 2-3. Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor. Add to portfolioPCAMX: Principal Capital Appreciation Fund (fka West Coast Equity Fund) - MutualFunds. Sign in. Profit Margin measures overall efficiency of PRINCIPAL CAPITAL and shows its ability to withstand competition as well as defend against adverse conditions such as rising costs, falling prices, decline in sales or management distress. 3: 0: 2011: 5. BNY Mellon value trend is the prevailing direction of the price over some defined period of time. 46 percent over the past five years, and 8. The fundamental analysis module provides a way to measure DREYFUS MASSACHUSETTS's intrinsic value by. This return indicator is considered by many investors to be. This interest confers onPAXGX - Impax Global Opportunities Investor - Review the PAXGX stock price, growth, performance, sustainability and more to help you make the best investments. Number of Employees shows the total number of permanent full time and part time employees working for a given BNY Mellon Massachusetts and processed through its payroll. Principal Capital Appreciation Fund seeks long-term growth of capital by investing in equity securities of companies with any market capitalization, but it has a. 85% Returns represent past performance and do not guarantee future results.