Valuation 50 Investment Strategy – Morningstar Category: Large Value
Seeks superior risk-adjusted returns and tax efficiency by investing in U.S. large-cap companies
Valuation Small Investment Strategy – Morningstar Category: Small Value
Seeks superior risk-adjusted returns by investing in U.S. small-cap companies
- Mutual Fund – Explorer Fund Factsheet
Valuation Dividend Investment Strategy – Morningstar Category: Large Value
Seeks superior risk-adjusted returns, tax efficiency and above average yield by investing in U.S. large-cap companies
While short term investment themes and trends can be overpowering, Valuation and Wealth Creation is Timeless™. Contact us to learn more about our investment strategies.
The information contained on this website is distributed for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. The information contained on this website is believed to be accurate as of the date submitted, and is subject to change. Any performance information referenced on this website represents past performance and is not indicative of future returns.