PROVX : Provident Trust Strategy Fund

PROVX is a US Stocks Market Large Growth with MODERATE fees.

PROVX

Provident Trust Strategy Fund

FI Score

37 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

37% FI Score
  • provx
  • Mutual Fund
  • US Stocks
  • Large Growth

Provident Trust Strategy Fund

Expenses: 0.96% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term growth of capital. The fund invests mainly in a limited number of multi-capitalization growth stocks. It will compare itself to, and the advisor attempts to exceed, the S&P 500® Index over full investment cycles. The fund is non-diversified.

Largest Holdings

Amount Holding
10.25% Visa Inc Class A
7.69% UnitedHealth Group Inc
6.66% Alphabet Inc Class C
6.65% Alphabet Inc A
6.52% Accenture PLC Class A
6.08% PayPal Holdings Inc
6.01% Costco Wholesale Corp
5.69% T. Rowe Price Group Inc
5.65% The Home Depot Inc
4.67% Charles Schwab Corp
4.15% PNC Financial Services Group Inc
3.67% Fastenal Co
3.02% Southwest Airlines Co

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo