This pick list highlights constituents of the Morningstar US Large Cap Index that we believe offer investors the best risk-adjusted return prospects. Stocks of large-cap companies where neither growth nor value characteristics predominate. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap.

Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to 63 million US homes and businesses, or nearly half of the country. About 50% of the locations in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from General Electric in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC network, the Peacock streaming platform, several local NBC affiliates, Universal Studios, and several theme parks. Sky, acquired in 2018, is a large television provider in the UK and has invested heavily in proprietary content to build this position. Sky is also a large pay-television provider in Italy and has a presence in Germany and Austria.

This pick list highlights constituents of the Morningstar US Large Cap Index that we believe offer investors the best risk-adjusted return prospects. Stocks of large-cap companies where neither growth nor value characteristics predominate. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap.

Focusing on Min Vol stocks can be a relatively safer investment strategy during turbulent times -- and the current economic environment certainly is challenging. The so-called "Magnificent 7" were leading the markets higher and now are leading the market lower. There was an initial shift from Big Tech to small-caps and then a bit of a shift back. But now there's an overall downshift in equities of all stripes. Meanwhile, the economy is hard to read. The labor market is cooling, inflation hasn't fallen enough, interest rates are still elevated, and yet GDP is steady. Did the Fed wait too long to start cutting interest rates? Yet as the market fluctuates, we note that investors exit equities at their own peril. That's because long-term returns from stocks consistently have outpaced long-term returns from other asset classes. Argus believes that Min Vol is an all-weather strategy that is timely in any investing climate. Academic literature and, more to the point, returns history, indicate that Min Vol can deliver market-matching returns on an absolute basis and superior returns on a risk-adjusted basis over various periods. Argus has developed a sophisticated approach to Min Vol investing built around our proprietary quality and safety screens. The following is a partial list of stocks (from a range of industries) that we like and that are included in our current thematic Min Vol model portfolio.