Undergraduate Student Managed Investment Funds
Ann Rife Cox Undergraduate Fund
Established in 1972, the $6 million Ann Rife Cox Undergraduate Fund is one of the nation's oldest student-managed investment portfolios. Managed through the BBA Asset and Wealth Management course, this prestigious program offers a competitive entry process for undergraduate students.
Student stock picks, Fall 2024 semester:
Sector | Security |
Communication Services |
Comcast Corp |
Consumer Discretionary |
Lululemon Athletica |
Consumer Staples |
Five Below |
Energy |
Williams Cos |
Financials |
M&T Bank Corp |
Healthcare | Eli Lilly & Co |
Industrials |
General Dynamics |
Information Technology |
NVIDIA |
Materials |
Cameco |
Real Estate |
Mid-American Apartment |
Utilities |
Vistra Corp |