FLCC

FLCC focuses on long-term capital appreciation by primarily investing in the common stocks of large-cap US companies found in the Russell 1000 Index, which includes the 1,000 largest US companies by market capitalization. Investments may also include real estate investment trusts (REITs). The Fund employs a quantitative model that integrates both fundamental and technical variables to guide stock selection, aiming to maintain strict discipline unbiased from market or manager psychology. This model factors in trading costs to optimize post-expense profitability. The Fund commits most of its net assets to these large-cap companies and uses diversification constraints to manage risk effectively. Active portfolio management is a key component, which may increase turnover and trading costs and could impact performance. FLCC does not aim to mirror the returns of the Russell 1000 Index but actively manages its holdings for optimized annual returns while balancing risk.