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.
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Under normal circumstances, the fund invests at least 80% of its net assets in large capitalization companies, which are companies having a market capitalization in excess of" $4 billion at the time of purchase. Typically, the Subadvisor invests substantially all of the fund"s investable assets in domestic securities. However, the fund is permitted to invest up to 20% of its net assets in depositary receipts issued by a trust (including ADRs) of foreign securities and in common stocks listed on a foreign exchange that trade on such exchange contemporaneously with the Shares. It is non-diversified. more
Time Frame | IWFG | S&P500 |
---|---|---|
1-Week Return | 1.22% | 1.53% |
1-Month Return | 6.04% | 4.75% |
3-Month Return | -0.6% | 2.77% |
6-Month Return | 11.41% | 12.18% |
1-Year Return | 22.86% | 22.34% |
3-Year Return | 93.95% | 38.91% |
Time Frame | IWFG | S&P500 |
---|---|---|
1-Week Return | 88.19% | 120.72% |
1-Month Return | 104.12% | 75.88% |
3-Month Return | -2.41% | 11.72% |
6-Month Return | 24.49% | 26.25% |
1-Year Return | 22.86% | 22.34% |
3-Year Return | 24.71% | 11.58% |
Stock name | Ticker | Weight |
---|---|---|
| MSFT | 10.6% |
| GOOG | 8.83% |
| AMZN | 8.47% |
| NVDA | 8.07% |
| AVGO | 5.47% |
| AAPL | 5.05% |
| META | 4.34% |
| MA | 3.19% |
| SPOT | 3.09% |
| NFLX | 3.09% |
Sector | Weight |
---|---|
Information Technology | 45.98% |
Communication services | 19.48% |
Consumer discretionary | 17.94% |
Financials | 9.05% |
Industrials | 4.81% |
All Others | 2.74% |