Under normal market conditions, the fund will invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities issued by U.S. companies. The fund's portfolio generally contains between 15 and 35 companies. It may invest a portion of its assets in financial services companies. The fund may also invest in mid- and small-capitalization companies, which the manager considers to be those companies with less than $10 billion in market capitalization. It may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.
+19.9%
2025-11-13low 46.80 · high 58.372026-11-13
Performance
1M
3M
YTD
1Y
3Y ann.
5Y ann.
DUSA
+3.7%
+0.7%
+13.6%
+21.3%
+22.6%
+11.8%
Equity average (4725 funds)
-2.0%
+1.6%
+2788.0%
+64327.0%
+14.0%
+1.4%
Insider activity in the holdings
Open-market insider buying across this fund’s holdings over 90 days, weighted by holding weight: +$2.0M net.
Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 13, 2026. This is historical data, not investment advice. Report a data error
