Price related data not available
Price related data not available
| Time Frame | DFIV | S&P500 |
|---|---|---|
| 1-Week Return | 1.19% | 1.15% |
| 1-Month Return | 4.27% | 1.57% |
| 3-Month Return | 8.45% | 4.04% |
| 6-Month Return | 17.82% | 12.52% |
| 1-Year Return | 40.93% | 14.83% |
| 3-Year Return | 63.49% | 81.12% |
| 5-Year Return | 49.12% | 85.55% |
| Stock name | Ticker | Weight |
|---|---|---|
SHELL PLC WI ADR/2
|
L3H |
2.79%
|
Toyota Motor Corp
|
7203 |
2.2%
|
Banco Santander S.A.
|
SAN |
2.09%
|
TotalEnergies SE
|
FP |
1.73%
|
HSBC Holdings PLC ADR
|
HSBC |
1.27%
|
Toronto Dominion Bank
|
8640 |
1.21%
|
Societe Generale S.A.
|
GLE |
1.2%
|
BASF SE
|
BAS |
1.17%
|
Zurich Insurance Group AG
|
ZURN |
1.17%
|
BP PLC ADR
|
BP |
1.09%
|
| Sector | Weight |
|---|---|
|
Financials
|
34.77% |
|
Energy
|
12.69% |
|
Materials
|
11.87% |
|
Consumer discretionary
|
11.46% |
|
Industrials
|
9.73% |
|
All Others
|
19.49% |
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