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Its sector composition is in line with its average peer in the US large-blend Morningstar Category, and no sector deviated by more than 4 percentage points as of year-end 2024. The fund’s value ...
As of November 2024, all of this series’ underlying funds earned a Morningstar Medalist Rating of Silver or higher. An experienced and stable manager trio leads this series. Comanager Finola ...
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