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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: Affinity4Investing who wrote (428)11/11/2021 11:09:54 AM
From: chowder1 Recommendation

Recommended By
Affinity4Investing

  Respond to of 25493
 
Re: ASG ... I like that this fund is focused on small, mid and large-capitalization growth stocks. Its portfolio includes common stocks, and short-term investments, including repurchase agreements. The Fund invests in various sectors, including information technology, industrials, consumer discretionary, healthcare, financials, energy, consumer staples, materials and telecommunication services. So it is a diversified fund.


Most of their holdings are companies I don't own individually but they do have growth potential.


ASG has also been a good total return asset, not just a high income asset. It has outperformed the S&P 500 in the 3, 5 and 10 year time frames.



TOP 10 HOLDINGS:



Progyny Inc$6.86M1.99%
Chegg Inc$6.72M1.95%
Upstart Holdings Inc Ordinary Shares$6.70M1.94%
Signature Bank$6.70M1.94%
FirstService Corp$6.70M1.94%
Natera Inc$6.00M1.74%
Amazon.com Inc$5.92M1.71%
UnitedHealth Group Inc$5.63M1.63%
Paylocity Holding Corp$5.62M1.63%
Microsoft Corp$5.55M1.61%