Quality Growth Stock Fund
The Quality Growth Fund seeks long-term growth of capital by investing in stocks of 25-35 companies diversified across economic sectors and industry groups, with a low initial investment and the ability to add contributions at any time without fees or commissions*.
*There may be expenses associated with investing in the fund.
Our process seeks to generate premium returns over full market cycles. This process is driven by a core belief that:
- High-quality companies provide superior returns with less risk.
Dividend-paying companies provide superior returns with less risk.
Stock prices follow earnings.
Unnecessary portfolio turnover destroys value.
Appropriate diversification lowers risk.
We consistently adhere to a disciplined investment process that primarily focuses on the following investment criteria:
- Financial strength and stability
Consistent and predictable earnings growth
Regular and growing dividends
Large market capitalization
Brand strength and market dominance
U.S. exchange listed