ALRG yields 0.51% · NOBL yields 2.14%● Live data
📍 NOBL pulled ahead of the other in Year 1
Combined, ALRG + NOBL cover 0 of 12 months — good coverage
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ALRG is actively managed and invests primarily in equity securities of large-cap US companies within the S&P 500 Index range. It employs a disciplined process that combines fundamental analysis and a proprietary valuation framework to identify price inefficiencies in high-quality companies. These companies are believed to have strong growth prospects, competitive advantages, solid financial conditions, and aligned shareholder interests. Sustainability considerations, including material ESG risks, are assessed using in-house methodologies and scores. The fund may sell securities upon meeting valuation expectations, deteriorating fundamentals, or the availability of more attractive opportunities. As a non-diversified fund, it invests in fewer issuers and may use futures contracts to equitize cash. The fund seeks long-term capital appreciation.
Full ALRG Calculator →The fund will invest at least 80% of its total assets in component securities of the index. The index contains a minimum of 40 stocks, which are equally weighted, and no single sector is allowed to comprise more than 30% of the index weight. It seeks to remain fully invested at all times in securities and/or financial instruments that, in combination, provide exposure to the returns of the index without regard to market conditions, trends or direction.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.