U.S. Dividend Focused
High Quality Concentrated Portfolio
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Fund Performance
As of First Quarter 2016
| YTD | 1YR | 3YR | 5YR | 10YR |
|---|---|---|---|---|
| 2.4 | 12.2 | 9.4 | 6.0 | 4.5 |
Sector Allocation
As Per Most Recent Data
-
Industrial
% 20
-
Solar Energy
% 7
-
Wind Energy
% 12
-
Indices
% 6
-
Cash & Equivalents
% 18
-
Crude Resources
% 14
- Industrial % 20
- Solar Energy % 7
- Wind Energy % 12
- Indices % 6
- Cash & Equivalents % 18
- Crude Resources % 14