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 seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index. The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly traded U.S. equities to create an integrated ESG strategy which overweights companies that rate well across various ESG themes and excludes companies with a major involvement in industries such as tobacco, gaming, weapons and fossil fuels. more
Time Frame | RAFE | S&P500 |
---|---|---|
1-Week Return | 0.63% | -0.58% |
1-Month Return | 3.31% | 1.89% |
3-Month Return | 1.86% | 3.24% |
6-Month Return | 5.71% | 10.09% |
1-Year Return | 13.65% | 22.09% |
3-Year Return | 18.35% | 35.68% |
5-Year Return | 50.61% | 83.47% |
10-Year Return | 50.21% | 200.41% |
Time Frame | RAFE | S&P500 |
---|---|---|
1-Week Return | 38.75% | -26.16% |
1-Month Return | 48.62% | 25.58% |
3-Month Return | 7.76% | 13.80% |
6-Month Return | 11.92% | 21.52% |
1-Year Return | 13.65% | 22.09% |
3-Year Return | 5.78% | 10.71% |
5-Year Return | 8.54% | 12.90% |
10-Year Return | 4.15% | 11.63% |
Stock name | Ticker | Weight |
---|---|---|
Apple Inc | AAPL | 5.09% |
Microsoft Corporation | MSFT | 4.96% |
JPMorgan Chase & Co | JPM | 3.32% |
Citigroup Inc | C | 2.68% |
Cisco Systems Inc | CSCO | 2.63% |
Johnson & Johnson | JNJ | 2.38% |
Procter & Gamble Company | PG | 2.27% |
Intel Corporation | INTC | 2.13% |
Wells Fargo & Company | WFC | 2.1% |
Pfizer Inc | PFE | 2.06% |
Sector | Weight |
---|---|
Information Technology | 30.49% |
Health care | 19.82% |
Financials | 15.41% |
Consumer discretionary | 9.35% |
Consumer staples | 7.18% |
All Others | 17.74% |