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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The fund normally invests at least 80% of its total assets in securities that comprise the fund"s benchmark index. The Morningstar US Sustainability Moat Focus Index provides exposure to attractively valued companies with long-term competitive advantages while excluding those companies with high environmental, social and governance ("ESG") risks. The fund is non-diversified. more
Time Frame | MOTE | S&P500 |
---|---|---|
1-Week Return | -0.02% | 1.53% |
1-Month Return | 1.31% | 4.75% |
3-Month Return | -4.1% | 2.77% |
6-Month Return | 3.75% | 12.18% |
1-Year Return | 7.83% | 22.34% |
3-Year Return | 15.08% | 38.91% |
5-Year Return | 11.02% | 80.7% |
Time Frame | MOTE | S&P500 |
---|---|---|
1-Week Return | -1.04% | 120.72% |
1-Month Return | 17.16% | 75.88% |
3-Month Return | -15.62% | 11.72% |
6-Month Return | 7.75% | 26.25% |
1-Year Return | 7.83% | 22.34% |
3-Year Return | 4.79% | 11.58% |
5-Year Return | 2.11% | 12.56% |
Stock name | Ticker | Weight |
---|---|---|
| TYL | 2.98% |
| VEEV | 2.9% |
| TRU | 2.86% |
| YUM | 2.71% |
| MAS | 2.64% |
| ALLE | 2.59% |
| DIS | 2.57% |
| EFX | 2.48% |
| GOOGL | 2.45% |
| TMO | 2.42% |
Sector | Weight |
---|---|
Information Technology | 25.16% |
Health care | 19.07% |
Financials | 16.35% |
Consumer staples | 10.85% |
Industrials | 9.03% |
All Others | 19.54% |