But it would create a financial upside. They are a fund after all, and you'll find plenty of institutions investing in LMT, NOC, and friends. You might lose s

But it would create a financial upside. They are a fund after all, and you'll find plenty of institutions investing in LMT, NOC, and friends. You might lose some of the halo effect for one audience, but gain it from another. Not everyone things defense (or if you prefer weapons, or arms dealing) is a bad sector to be in.