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 24, 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% | 907.50 | 1.70% |
| Apple, Inc. | 5.28% | 271.44 | 1.98% |
| American Express Co. | 5.16% | 321.70 | 0.14% |
| NVIDIA Corp. | 5.15% | 192.84 | 0.67% |
| Microsoft Corp. | 4.41% | 386.25 | 0.46% |
| RTX Corp. | 4.25% | 197.60 | -2.14% |
| Intel Corp. | 4.04% | 45.94 | 5.29% |
| AbbVie, Inc. | 3.86% | 228.25 | -0.54% |
| Costco Wholesale Corp. | 3.69% | 993.82 | 0.79% |
| JPMorgan Chase & Co. | 3.64% | 298.59 | 0.31% |
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 | -- |