Class A

  • NAV: $7.23
  • Change: $0.04
  • as of 03/10/2010
 

Class I

  • NAV: $7.27
  • Change: $0.04
  • as of 03/10/2010
 

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Investment Approach

Value Intersection

The Activa Value Fund is currently the only mutual fund available that uses Wellington's Value Intersection investment approach.

The fund combines fundamental research and quantitative analysis to build a portfolio of Wellington's best ideas in the large cap universe.

 

Every stock gets rated by two independent research groups. Stocks ranked highly by both disciplines are core portfolio holdings.