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 seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in U.S. listed common stock of large-, mid- and small-capitalization consumer discretionary spending companies. It will hold common stock of those companies that fall into the Consumer Discretionary Spending Evolved Sector, while targeting increased exposure to companies with higher U.S. Consumer Scores relative to the Consumer Discretionary Spending Evolved Sector. It is non-diversified. more
Time Frame | IEDI | S&P500 |
---|---|---|
1-Week Return | 1.31% | 1.53% |
1-Month Return | 7.5% | 4.75% |
3-Month Return | 6.46% | 2.77% |
6-Month Return | 19.54% | 12.18% |
1-Year Return | 23.02% | 22.34% |
3-Year Return | 30.17% | 38.91% |
5-Year Return | 75.67% | 80.7% |
10-Year Return | 132.62% | 190.95% |
Time Frame | IEDI | S&P500 |
---|---|---|
1-Week Return | 97.12% | 120.72% |
1-Month Return | 141.07% | 75.88% |
3-Month Return | 28.90% | 11.72% |
6-Month Return | 43.61% | 26.25% |
1-Year Return | 23.02% | 22.34% |
3-Year Return | 9.19% | 11.58% |
5-Year Return | 11.93% | 12.56% |
10-Year Return | 8.81% | 11.27% |
Stock name | Ticker | Weight |
---|---|---|
| HD | 11.68% |
| COST | 9.34% |
| AMZN | 8.97% |
| WMT | 8.81% |
| TJX | 4.51% |
| LOW | 3.77% |
| CMG | 2.59% |
| ORLY | 2.15% |
| SBUX | 1.98% |
| META | 1.98% |
Sector | Weight |
---|---|
Consumer discretionary | 62.32% |
Consumer staples | 24.59% |
Communication services | 5.63% |
Industrials | 3.04% |
Information Technology | 2.51% |
All Others | 1.92% |