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)
Diversify into RBI-regulated P2P lending platforms and earn up to 11.5% p.a.
Invest in curated
corporate, gold, and govt. bonds
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The fund invests primarily in common stocks of companies that the investment adviser believes demonstrate the potential for appreciation and/or dividends. The fund normally invests at least 80% of its assets in equity securities. It may invest up to 15% of its assets, at the time of purchase, in securities of issuers domiciled outside the United States. The fund is designed for investors seeking both capital appreciation and income. It is non-diversified. more
Time Frame | CGUS | S&P500 |
---|---|---|
1-Week Return | 5.75% | 3.55% |
1-Month Return | -4.25% | -5.72% |
3-Month Return | -7.97% | -9.82% |
6-Month Return | -7.62% | -9.51% |
1-Year Return | 3.09% | 1.26% |
3-Year Return | 27.44% | 19.2% |
5-Year Return | 29.71% | 90.39% |
Time Frame | CGUS | S&P500 |
---|---|---|
1-Week Return | 1,745.22% | 516.55% |
1-Month Return | -41.04% | -51.16% |
3-Month Return | -28.60% | -34.24% |
6-Month Return | -14.85% | -18.34% |
1-Year Return | 3.09% | 1.26% |
3-Year Return | 8.42% | 6.03% |
5-Year Return | 5.34% | 13.74% |
Stock name | Ticker | Weight |
---|---|---|
| MSFT | 6.3% |
| META | 4.65% |
| AMZN | 3.94% |
| AAPL | 3.89% |
| UNH | 3.75% |
| AVGO | 3.34% |
| RTX | 2.52% |
| GOOGL | 2.43% |
| LLY | 2.32% |
| NVDA | 2.32% |
Sector | Weight |
---|---|
Information Technology | 24.51% |
Health care | 15.28% |
Industrials | 14.27% |
Financials | 10.89% |
Consumer discretionary | 10.45% |
All Others | 24.61% |