This fund has a very high-quality portfolio. About 84% of IGM's investments are in companies that have economic moats, or firms that our equity analysts believe have durable competitive advantages.
The top holdings in this fund have strong balance sheets, which should support continued investment in research-and-development and growth strategies.
IT spending has been generally resilient, and worldwide it is forecast to grow 3.1% in 2014, according to the Gartner Group. Read more