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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Explore our range of financial tools to streamline your investment planning.
Read about our journey and get to know the leadership team at Vested
Under normal circumstances, the fund primarily invests in equity securities. For security selection and portfolio construction, Principal Global Investors, LLC ("PGI") uses a proprietary quantitative model designed to identify equity securities in the S&P 500 Index or S&P 400 Index that exhibit higher quality, growth potential, and pricing power. The fund invests in equity securities of different market capitalizations (medium or large) and styles (growth or value). more
Time Frame | PSET | S&P500 |
---|---|---|
1-Week Return | 0.72% | 1.53% |
1-Month Return | 3.03% | 4.75% |
3-Month Return | 1.64% | 2.77% |
6-Month Return | 10.14% | 12.18% |
1-Year Return | 13.43% | 22.34% |
3-Year Return | 37.54% | 38.91% |
5-Year Return | 70.3% | 80.7% |
10-Year Return | 194.1% | 190.95% |
Time Frame | PSET | S&P500 |
---|---|---|
1-Week Return | 45.37% | 120.72% |
1-Month Return | 43.79% | 75.88% |
3-Month Return | 6.82% | 11.72% |
6-Month Return | 21.63% | 26.25% |
1-Year Return | 13.43% | 22.34% |
3-Year Return | 11.21% | 11.58% |
5-Year Return | 11.24% | 12.56% |
10-Year Return | 11.39% | 11.27% |
Stock name | Ticker | Weight |
---|---|---|
| MSFT | 7.28% |
| AAPL | 5.49% |
| NVDA | 4.9% |
| AVGO | 3.93% |
| AMZN | 2.6% |
| NFLX | 2.54% |
| GOOG | 1.95% |
| BSX | 1.8% |
| IBM | 1.74% |
| FI | 1.7% |
Sector | Weight |
---|---|
Information Technology | 49.95% |
Industrials | 15.28% |
Health care | 8.90% |
Consumer discretionary | 8.28% |
Communication services | 6.32% |
All Others | 11.26% |