How this company measures up on the fundamentals that matter
The fund invests at least 80% of its net assets in a portfolio of U.S. companies materially involved in the development, manufacturing, provision, and operation of products, services, and infrastructure that may benefit from periods of heightened geopolitical conflict, increased defense and national security spending, and U.S. energy security, including oil and gas production, infrastructure, and services that the adviser believes are integral to the U.S. defense industrial base and national sec
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Trading characteristics and market positioning
Balance sheet strength and cash generation — the foundation of long-term value
Congressional trading disclosures involving this instrument
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 6 Apr2026 | Josh Gottheimer | Democrat | buy | 1K–15K |
Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-06-03