FMW Large Cap Growth Composite (S:0P00003IYG)
88.03
+4.10
(+4.89%)
USD |
Mar 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 21, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Microsoft Corp. | 7.59% | 397.23 | -0.31% |
| The Goldman Sachs Group, Inc. | 5.30% | 922.24 | 0.61% |
| Alphabet, Inc. | 4.50% | 314.98 | 4.01% |
| Abbott Laboratories | 4.43% | 112.21 | 0.02% |
| RTX Corp. | 4.43% | 204.92 | -0.24% |
| The PNC Financial Services Group, Inc. | 4.31% | 232.97 | 1.16% |
| Visa, Inc. | 4.25% | 320.95 | 0.63% |
| Apple, Inc. | 4.07% | 264.58 | 1.54% |
| Procter & Gamble Co. | 3.91% | 160.78 | 1.40% |
| Valmont Industries, Inc. | 3.85% | 471.27 | 1.62% |
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 | -- |