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The fund typically invests in a focused portfolio of common stocks of large capitalization companies (market capitalizations greater than $10 billion at the time of purchase) that, in the adviser"s opinion, have a sustainable competitive advantage. The fund employs a focused portfolio investing style, which results in fewer holdings than a fund that seeks to achieve its investment objective by investing in a greater number of issuers. The fund is non-diversified. more
| Time Frame | PCLG | S&P500 |
|---|---|---|
| 1-Week Return | 5.64% | 3.5% |
| 1-Month Return | 8.25% | 9.17% |
| 3-Month Return | -5.11% | 4.75% |
| 6-Month Return | -10.72% | 5.77% |
| 1-Year Return | -10.19% | 38.19% |
| Time Frame | PCLG | S&P500 |
|---|---|---|
| 1-Week Return | 1,647.75% | 501.22% |
| 1-Month Return | 162.35% | 190.80% |
| 3-Month Return | -19.16% | 20.71% |
| 6-Month Return | -20.54% | 12.05% |
| 1-Year Return | -10.19% | 38.19% |
| Stock name | Ticker | Weight |
|---|---|---|
Amazon.com Inc | AMZN | 9.46% |
Microsoft Corporation | MSFT | 7.61% |
Eli Lilly and Company | LLY | 6.03% |
Alphabet Inc Class C | GOOG | 5.98% |
Broadcom Inc | AVGO | 5.57% |
Oracle Corporation | ORCL | 5.33% |
Mastercard Inc | MA | 5.13% |
Visa Inc. Class A | V | 4.81% |
NVIDIA Corporation | NVDA | 4.47% |
Shopify Inc | SHOP | 4.21% |
| Sector | Weight |
|---|---|
|
Information Technology | 41.92% |
|
Health care | 17.14% |
|
Financials | 16.76% |
|
Consumer discretionary | 14.80% |
|
Communication services | 6.18% |
|
All Others | 3.19% |
FundVantage Trust (PCLG) share price today is $22.4895.
Yes, Indians can buy shares of FundVantage Trust (PCLG) on Vested. To buy PCLG from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.
Yes, you can purchase fractional shares of FundVantage Trust (PCLG) on Vested. You can start investing in FundVantage Trust (PCLG) with a minimum investment of $1.
The 52-week high price of FundVantage Trust (PCLG) is $25.89. The 52-week low price of FundVantage Trust (PCLG) is $19.73.
The stock symbol (or ticker) of FundVantage Trust is PCLG.
Yes, you can setup SIP in FundVantage Trust shares. Follow the below steps to create the SIP:
Here is the historical performance of PCLG on the Vested app.
The expense ratio of FundVantage Trust (PCLG) is .
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