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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while helping India move to clean energy
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The fund seeks to achieve its investment objective by investing primarily in a focused group of U.S. exchange listed equity securities, including common and preferred stock and ADRs. It invests at least 80% of its net assets in equity securities. The Advisor allocates the fund's portfolio investments using research obtained from a model developed by Edward J. Elfenbein, which uses a variety of methods for security selection and focuses on firms that are fundamentally sound and have shown consistency in their financial results and high earnings quality. more
Time Frame | CWS | S&P500 |
---|---|---|
1-Week Return | -1.15% | 1.53% |
1-Month Return | 2.24% | 4.75% |
3-Month Return | -4.46% | 2.77% |
6-Month Return | 2.42% | 12.18% |
1-Year Return | 9.98% | 22.34% |
3-Year Return | 41.31% | 38.91% |
5-Year Return | 71.8% | 80.7% |
10-Year Return | 164.98% | 190.95% |
Time Frame | CWS | S&P500 |
---|---|---|
1-Week Return | -45.29% | 120.72% |
1-Month Return | 30.93% | 75.88% |
3-Month Return | -16.89% | 11.72% |
6-Month Return | 4.97% | 26.25% |
1-Year Return | 9.98% | 22.34% |
3-Year Return | 12.22% | 11.58% |
5-Year Return | 11.43% | 12.56% |
10-Year Return | 10.24% | 11.27% |
Stock name | Ticker | Weight |
---|---|---|
| ABT | 4.49% |
| ICE | 4.39% |
| HSIC | 4.32% |
| FI | 4.31% |
| BR | 4.24% |
| COR | 4.23% |
| MGRC | 4.23% |
| ROL | 4.22% |
| MCO | 4.17% |
| SYK | 4.14% |
Sector | Weight |
---|---|
Information Technology | 27.13% |
Health care | 21.19% |
Industrials | 19.96% |
Consumer discretionary | 15.52% |
Financials | 12.25% |
All Others | 3.95% |