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
Connect with investors, share insights, and grow together.
Master the world of Alternative Investments with our in-depth courses
Stay up to date on latest investing trends and other announcements
Explore our range of financial tools to streamline your investment planning.
Read about our journey and get to know the leadership team at Vested
The fund invests, under normal market conditions, at least 80% of its assets in U.S.-listed large capitalization equity securities. Equity securities generally include common stock. These securities may be listed on an exchange or traded over-the-counter. The fund may, at times, hold fewer securities and a higher percentage of cash and cash equivalents when, among other reasons, Fort Washington cannot find a sufficient number of securities that meet its purchase requirements. It is non-diversified. more
Time Frame | LCF | S&P500 |
---|---|---|
1-Week Return | -3.1% | -3.6% |
1-Month Return | -4.31% | -4.62% |
3-Month Return | -4.49% | -5.26% |
6-Month Return | 5.45% | 4.87% |
1-Year Return | 12.58% | 11.29% |
3-Year Return | 40.87% | 36.58% |
Time Frame | LCF | S&P500 |
---|---|---|
1-Week Return | -80.64% | -85.22% |
1-Month Return | -41.49% | -43.76% |
3-Month Return | -17.00% | -19.68% |
6-Month Return | 11.36% | 10.12% |
1-Year Return | 12.58% | 11.29% |
3-Year Return | 12.10% | 10.95% |
Stock name | Ticker | Weight |
---|---|---|
| MSFT | 8.1% |
| AAPL | 7.65% |
| META | 6.79% |
| GOOG | 5.62% |
| AMZN | 5.25% |
| NVDA | 3.79% |
| BRK.B | 2.76% |
| V | 2.65% |
| BAC | 2.61% |
| PM | 2.51% |
Sector | Weight |
---|---|
Information Technology | 30.45% |
Communication services | 15.63% |
Financials | 15.35% |
Health care | 14.23% |
Consumer discretionary | 7.91% |
All Others | 16.43% |