The fund’s investment objective is to achieve long-term capital appreciation with low volatility by investing primarily in a diversified portfolio of equity securities of issuers located anywhere in the world or indirectly by investing in mutual funds (including exchange-traded funds) that invest primarily in such securities. The fund may invest in companies it believes to have above average earnings growth potential (growth companies), in stocks of companies it believes are undervalued (value companies), or in a combination of growth and value companies. The fund may invest in companies of any size and may invest up to 100% of the fund's assets in foreign securities.
The SBLG ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.