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Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. The fund considers large-capitalization companies to be those in the capitalization range of the S&P 500 Index, which was approximately $5.77 billion to $3,785 billion as of December 31, 2024. Equity securities include common and preferred stocks and their equivalents. The manager looks to invest in companies that ar...
View full profileTAGRX
$65.86
Connect your bank account to understand your spending habits and explore hypothetical growth scenarios. For educational purposes only — not investment advice.
Educational illustration: hypothetical DCA into FUNDAMENTAL LARGE CAP CORE FUND CLASS A (TAGRX) over the past year. This is not a recommendation to buy this security.
Total Invested
$1,400
14 months
Worth Today
$1,504
at current price
Profit
+$104
+7.4% return
Hypothetical illustration using historical prices. This is for educational purposes only and is not investment advice. Past performance does not guarantee future results. Nuvestan is not a registered investment adviser. Consult a financial professional before making investment decisions.