52W Range
$150.43 - $200.64
Top 10 Holdings (20.5% of fund)
1.
JPM
JPMorgan Chase & Co
3.6%
2.
BRK-B
Berkshire Hathaway Inc Class B
3.3%
3.
XOM
Exxon Mobil Corp
2.1%
4.
JNJ
Johnson & Johnson
2.1%
7.
BAC
Bank of America Corp
1.5%
8.
HD
The Home Depot Inc
1.4%
9.
PG
Procter & Gamble Co
1.4%
10.
MU
Micron Technology Inc
1.4%
Price History (10Y Monthly - 120 points)
10Y Return: +230% (CAGR 12.7%)
Data cached: 2026-01-30 11:39