Permanence Portfolio
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Fund Facts
Fees & Expenses
Pricing & Performance
Past performance is not indicative of future results.
Average Annual Total Returns
As of
11/30/2024
As of
09/30/2024
Average Annual Total Returns
As of
11/30/2024
As of
09/30/2024
Past performance is not indicative of future results.
The Portfolio's calendar year returns do not include the deduction of any applicable sales charges.
Risk/Return Statistics
TIMEFRAME:
Past performance is not indicative of future results.
Distributions
Morningstar Rankings
as of 11/30/2024
Rankings are based on total returns, are historical and do not guarantee future results. For additional Morningstar information, refer to the disclosures below.
Composition
As of
09/30/2024
Holdings As of
11/30/2024
Full Holdings Report available at least 45 calendar days after quarter-end. Portfolio Characteristics
Portfolio turnover is sourced from the fund's current prospectus. View current prospectus for the as of date.
Investors
Dennis Lynch
Head of Counterpoint Global
30 years industry experience
Sam Chainani, CFA
Managing Director
28 years industry experience
Armistead Nash
Managing Director
24 years industry experience
David Cohen
Managing Director
36 years industry experience
Alexander Norton
Executive Director
29 years industry experience
Manas Gautam
Executive Director
12 years industry experience
Resources
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