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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
ALRG returned +0.0% over the past year, broadly in line with flat market conditions.What is ALRG?
Under normal circumstances, the fund invests at least 80% of the fund"s net assets in equity securities of large capitalization U. The fund"s portfolio managers attempt to incorporate a consistent, disciplined, and repeatable process that combines fundamental analysis with a proprietary valuation framework that seeks to exploit the price inefficiencies of high-quality companies relative to their future growth prospects.
Performance Highlights
Investment Breakdown
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