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APGAX Mutual Fund Price & Analysis

The investment seeks long-term growth of capital. The fund invests primarily in equity securities of a limited number of large, carefully selected, high-quality U.S. companies. It invests primarily in the domestic equity securities of companies selected by the fund's Adviser for their growth potential within various market sectors. The fund emphasizes investments in large, seasoned companies. Under normal circumstances, the fund will invest at least 80% of its net assets in common stocks of large-capitalization companies. It may, at times, invest in shares of exchange-traded funds in lieu of making direct investments in securities.
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APGAX Mutual Fund Chart & Stats

APGAX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Nvidia Corporation
8.28%
Microsoft
7.98%
Amazon.Com, Inc.
7.04%
Meta Platforms, Inc.
6.15%
Alphabet Inc. Class C
5.86%
Visa Inc.
4.84%
Netflix
4.43%
Broadcom Inc.
3.45%
Costco Wholesale Corp.
3.39%
Home Depot
2.78%
Total54.19%

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