FLCG

FLCG aims for long-term capital appreciation by investing mainly in common stocks of large-cap US companies featured in the Russell 1000 Growth Index, which consists of companies with higher price-to-book ratios and forecasted growth values. The Fund's strategy may also include investments in real estate investment trusts (REITs). FLCG employs a quantitative model integrating both fundamental and technical factors to guide stock selection, aiming to maintain strict discipline, avoiding market or manager biases. This model considers trading costs to ensure trade is profitable after expenses. The Fund allocates most of its net assets to a mix of large-cap and growth investments and uses diversification to manage risk. While the Fund doesn't aim to replicate the Russell 1000 Growth Index, it is actively managed to enhance annual returns while balancing risk. Active trading may increase portfolio turnover and related costs, which may affect performance.