Price related data not available
Price related data not available
| Time Frame | IGA | S&P500 |
|---|---|---|
| 1-Week Return | -1.56% | -3.38% |
| 1-Month Return | -4.15% | -1.65% |
| 3-Month Return | -3.56% | 3.21% |
| 6-Month Return | -5.21% | 11.01% |
| 1-Year Return | -1.66% | 11.85% |
| 3-Year Return | 6.64% | 67.35% |
| 5-Year Return | 10.76% | 84.67% |
| 10-Year Return | -12.31% | 217.44% |
| Stock name | Ticker | Weight |
|---|---|---|
Johnson Johnson
|
- |
2.12%
|
|
Merck Co Inc
|
- |
1.67%
|
|
AbbVie Inc
|
- |
1.45%
|
|
Cisco Systems Inc
|
- |
1.39%
|
|
PepsiCo Inc
|
- |
1.37%
|
|
Verizon Communications Inc
|
- |
1.12%
|
|
iShares Russell 1000 Value ETF
|
- |
1.12%
|
|
McDonald's Corp
|
- |
1.1%
|
|
Bristol-Myers Squibb Co
|
- |
1.04%
|
|
Philip Morris International Inc
|
- |
1.03%
|
| Sector | Weight |
|---|---|
|
Financials
|
24.76% |
|
Health care
|
13.29% |
|
Industrials
|
11.93% |
|
Information Technology
|
9.86% |
|
Consumer staples
|
9.48% |
|
All Others
|
30.68% |
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