Profit Inv Mgt (PIM) Profit Lg-Cap Eq (S:0P00003H86)
137.48
-0.64
(-0.46%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of February 26, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| The Goldman Sachs Group, Inc. | 5.48% | 930.56 | 1.00% |
| Apple, Inc. | 5.28% | 272.90 | -0.48% |
| American Express Co. | 5.16% | 335.33 | 2.52% |
| NVIDIA Corp. | 5.15% | 184.79 | -5.51% |
| Microsoft Corp. | 4.41% | 401.83 | 0.31% |
| RTX Corp. | 4.25% | 197.67 | 0.86% |
| Intel Corp. | 4.04% | 45.12 | -3.75% |
| AbbVie, Inc. | 3.86% | 225.59 | -0.59% |
| Costco Wholesale Corp. | 3.69% | 986.64 | -0.82% |
| JPMorgan Chase & Co. | 3.64% | 306.94 | 1.20% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |