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FSRPX

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FSRPX focuses on retail sector equities, investing in companies that cater to consumer goods and services. The fund commits at least 80% of assets to such entities, including department, specialty, and online stores. It integrates fundamental analysis of financial and market conditions. Starting Dec 11, 2025, it'll allow derivatives consistent with retail exposure. FSRPX includes both domestic and foreign issuers, with selections based on asset, income, sales, or classifications aligned with retail activities.


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