FLCV

FLCV aims to provide long-term capital appreciation by investing primarily in the common stocks of US large-cap companies that are considered undervalued compared to the market. The strategy focuses on companies in the Russell 1000 Value Index, which are firms with lower price-to-book ratios and forecasted growth values. A quantitative model, utilizing both fundamental and technical variables, guides the stock selection process. The model mandates that most of the FLCV's net assets be allocated to a mix of large-cap and value investments, while employing diversification to manage risk. The fund may also invest in real estate investment trusts (REITs). Trading costs are also taken into consideration in attempt to enhance net expense profitability. The fund is actively managed to optimize returns while balancing risk. Active trading may increase portfolio turnover and costs, potentially impacting overall performance.