Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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The fund invests primarily in a diverse group of U.S. companies in market sectors and industry groups the portfolio managers expect to appreciate in value if the U.S. inflation rate rises or is believed to be rising. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities. The fund may invest in companies of all market capitalizations. more
Time Frame | AVIE | S&P500 |
---|---|---|
1-Week Return | 1.07% | 1.53% |
1-Month Return | 2.45% | 4.75% |
3-Month Return | -1.94% | 2.77% |
6-Month Return | -1.23% | 12.18% |
1-Year Return | 6.7% | 22.34% |
3-Year Return | 24.66% | 38.91% |
Time Frame | AVIE | S&P500 |
---|---|---|
1-Week Return | 74.19% | 120.72% |
1-Month Return | 34.24% | 75.88% |
3-Month Return | -7.64% | 11.72% |
6-Month Return | -2.48% | 26.25% |
1-Year Return | 6.70% | 22.34% |
3-Year Return | 7.62% | 11.58% |
Stock name | Ticker | Weight |
---|---|---|
| BRK.B | 6.97% |
| XOM | 4.98% |
| LLY | 4.8% |
| UNH | 3.79% |
| PG | 3.78% |
| CVX | 2.77% |
| KO | 2.66% |
| ABBV | 2.35% |
| PM | 2.19% |
| PEP | 2.15% |
Sector | Weight |
---|---|
Health care | 28.84% |
Energy | 26.28% |
Financials | 19.25% |
Consumer staples | 16.75% |
Materials | 7.59% |
All Others | 1.29% |