It was a good move, as the S&P 500 posted a 9.2% return in July. Giroux subsequently brought ... Even more impressive, the fund’s 10% annualized return nearly matches the S&P 500's 10.7% return ...

This strategy is well-diversified. The average US large-blend fund’s top 10 holdings represented approximately 50% of its portfolio as of year-end 2024; this strategy’s top 10 holdings ...

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At close: April 24 at 4:00:01 PM EDT ...

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