Provident Trust Strategy FundPROVX

MUTUAL FUNDProvident
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$190.5M
Expense ratio
0.95%
1-year return
+11.1%
3 years, a year
+14.9%
5 years, a year
+7.3%
Holdings
14

What it aims to do.

Provident Trust Strategy Fund (the Fund) seeks long-term growth of capital.

Top 10 holdings.

Holding% of fund
GOOG Alphabet Inc15.78%
GOOGL Alphabet Inc15.70%
First American Treasury Obliga12.38%
COST Costco Wholesale Corp8.58%
V Visa Inc6.83%
PNC PNC Financial Services Group I6.75%
SCHW Charles Schwab Corp/The6.35%
TJX TJX Cos Inc/The5.12%
Accenture PLC4.84%
AXP American Express Co4.79%

More on PROVX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.