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Large-cap Stocks

Focused Large-Cap Growth

The portfolio is designed to seek capital appreciation by investing in established corporate stocks across a diversified selection of companies and can withstand potential loss of principal.

Investment Focus

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Line and bar chart symbolizing large-cap growth
Large-Cap Growth

Strategy Description

This actively managed equity strategy seeks growth by investing primarily in corporate stocks with a market capitalization of $10 Billion or more that potentially offer strong returns relative to the S&P 500. By focusing on larger companies, this portfolio seeks less volatility than what's typically seen with smaller market capitalization positions.


Typical # of Holdings: 26-30

Minimum Investment: $50,000

Inception: 05-01-2021

Portfolio Manager: Darren Leavitt, CFA

Investment(s) Used

Trade Frequency
Mutual Funds
Large-Cap Growth 
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