The GuruScreen performance that we show across strategies is provided as an example of how each screen has historically performed using a simple rule-based approach.

To provide more information as to how these are constructed, we take the qualifying shares at the end of each calendar quarter, limited to 25 stocks, and then weight them on an equally weighted basis for those qualifying shares.
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Although the qualifiers for each GuruScreen change daily, the performance shown maintains the same stocks as at quarter end until the next rebalance.