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% | 901.99 | 1.08% |
| Apple, Inc. | 5.28% | 272.16 | 2.25% |
| American Express Co. | 5.16% | 320.34 | -0.28% |
| NVIDIA Corp. | 5.15% | 192.86 | 0.68% |
| Microsoft Corp. | 4.41% | 389.08 | 1.20% |
| RTX Corp. | 4.25% | 198.49 | -1.70% |
| Intel Corp. | 4.04% | 46.12 | 5.71% |
| AbbVie, Inc. | 3.86% | 228.57 | -0.40% |
| Costco Wholesale Corp. | 3.69% | 998.30 | 1.25% |
| JPMorgan Chase & Co. | 3.64% | 297.30 | -0.12% |
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 | -- |