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 at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of the index. The index uses an objective, rules-based methodology to implement a systematic trend-following strategy that directs exposure (i) 100% to the S&P 500® Index, (ii) 50% to the S&P 500 and 50% to 3-Month U.S. Treasury bills, or (iii) 100% to 3-Month U.S. Treasury bills, depending on the relative performance of the S&P 500 and its 200-business day historical simple moving average. more
Time Frame | PTLC | S&P500 |
---|---|---|
1-Week Return | -0.42% | -1.11% |
1-Month Return | 1.05% | 0.39% |
3-Month Return | 5.17% | 4.94% |
6-Month Return | 16.05% | 15.68% |
1-Year Return | 22.39% | 21.45% |
3-Year Return | 39.71% | 33.25% |
5-Year Return | 60.56% | 81.76% |
10-Year Return | 120.58% | 193.72% |
Time Frame | PTLC | S&P500 |
---|---|---|
1-Week Return | -19.70% | -44.12% |
1-Month Return | 13.55% | 4.85% |
3-Month Return | 22.68% | 21.60% |
6-Month Return | 35.23% | 34.36% |
1-Year Return | 22.39% | 21.45% |
3-Year Return | 11.79% | 10.04% |
5-Year Return | 9.93% | 12.69% |
10-Year Return | 8.23% | 11.38% |
Stock name | Ticker | Weight |
---|---|---|
Apple Inc | AAPL | 6.98% |
Microsoft Corporation | MSFT | 6% |
NVIDIA Corporation | NVDA | 5.95% |
Amazon.com Inc | AMZN | 4.27% |
Meta Platforms Inc. | META | 2.91% |
Alphabet Inc Class A | GOOGL | 2.28% |
Tesla Inc | TSLA | 2.17% |
Broadcom Inc | AVGO | 1.96% |
Alphabet Inc Class C | GOOG | 1.88% |
Berkshire Hathaway Inc | BRK.B | 1.68% |
Sector | Weight |
---|---|
Information Technology | 31.67% |
Financials | 13.68% |
Consumer discretionary | 11.53% |
Health care | 10.60% |
Communication services | 10.02% |
All Others | 22.51% |