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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Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts. more
Time Frame | JPEF | S&P500 |
---|---|---|
1-Week Return | -0.3% | -0.58% |
1-Month Return | 2.7% | 1.89% |
3-Month Return | 3.67% | 3.24% |
6-Month Return | 11.44% | 10.09% |
1-Year Return | 24.98% | 22.09% |
3-Year Return | 38.11% | 35.68% |
Time Frame | JPEF | S&P500 |
---|---|---|
1-Week Return | -14.50% | -26.16% |
1-Month Return | 38.28% | 25.58% |
3-Month Return | 15.74% | 13.80% |
6-Month Return | 24.56% | 21.52% |
1-Year Return | 24.98% | 22.09% |
3-Year Return | 11.36% | 10.71% |
Stock name | Ticker | Weight |
---|---|---|
Microsoft Corporation | MSFT | 6.44% |
Amazon.com Inc | AMZN | 6.4% |
NVIDIA Corporation | NVDA | 6.24% |
Meta Platforms Inc. | META | 4.88% |
Broadcom Inc | AVGO | 4.03% |
Kinder Morgan Inc | KMI | 3.79% |
Capital One Financial Corporation | COF | 3.46% |
Apple Inc | AAPL | 3.35% |
Berkshire Hathaway Inc | BRK.B | 2.84% |
EOG Resources Inc | EOG | 2.78% |
Sector | Weight |
---|---|
Information Technology | 27.10% |
Financials | 16.55% |
Consumer discretionary | 15.09% |
Health care | 9.48% |
Communication services | 7.05% |
All Others | 24.73% |