“Banks we view as a great hedge because they’ve actually been hurt by all these declines in interest rates, and so , if we think banks can survive deep recessions, and also provide that hedging ability for the rest of our portfolio then we think it’s a really positive thing.”
All index and financial terms, definitions, and acronyms can be found on our Glossary page.
Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security. Click here for current Top Ten holdings.
Earnings Growth is not a measure of the Fund’s future performance.
For standardized performance, current expense ratios, and Morningstar ratings, please click here. Performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Performance data current to the most recent month end may be obtained by calling 1-855-444-9243. Investment returns and principal value will fluctuate, and when sold, may be worth more or less than their original cost.
