In typical market conditions, the fund aims to meet its investment goals by acquiring shares of U.S. companies included in the S&P 500. The investment adviser specifically targets businesses that demonstrate strong performance according to its proprietary "jobs, security, and growth" (JSG) assessment model. Concurrently, the fund endeavors to generate returns that surpass those of the broader stock market. A modest portion of its assets, generally ranging from 1% to 3%, is typically held in cash.

Technology

Healthcare

Financial Services

Consumer Cyclical

Industrials

Consumer Defensive

Communication Services

Energy

Utilities

Real Estate

Amberwave Invest USA JSG Fund

IUSA Holdings & Sector Breakdown

IUSA Holdings & Sector Breakdown