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
Earn income
while helping India move to clean energy
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Read about our journey and get to know the leadership team at Vested
The fund will invest in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. Universe. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in equity securities of U.S. companies. The Advisor may also increase or reduce the fund's exposure to an eligible company, or exclude a company, based on shorter-term considerations, such as a company's price momentum, short-run reversals and investment characteristics. more
Time Frame | DFAU | S&P500 |
---|---|---|
1-Week Return | 1.3% | 1.53% |
1-Month Return | 4.36% | 4.75% |
3-Month Return | 2.11% | 2.77% |
6-Month Return | 12.23% | 12.18% |
1-Year Return | 21.52% | 22.34% |
3-Year Return | 37.2% | 38.91% |
5-Year Return | 70.39% | 80.7% |
Time Frame | DFAU | S&P500 |
---|---|---|
1-Week Return | 96.11% | 120.72% |
1-Month Return | 68.07% | 75.88% |
3-Month Return | 8.84% | 11.72% |
6-Month Return | 26.36% | 26.25% |
1-Year Return | 21.52% | 22.34% |
3-Year Return | 11.12% | 11.58% |
5-Year Return | 11.25% | 12.56% |
Stock name | Ticker | Weight |
---|---|---|
| AAPL | 6.22% |
| NVDA | 5.65% |
| MSFT | 4.89% |
| AMZN | 3.51% |
| META | 2.8% |
| GOOGL | 1.75% |
| AVGO | 1.62% |
| GOOG | 1.49% |
| TSLA | 1.48% |
| JPM | 1.35% |
Sector | Weight |
---|---|
Information Technology | 30.36% |
Financials | 14.30% |
Consumer discretionary | 11.72% |
Health care | 9.99% |
Industrials | 9.50% |
All Others | 24.13% |