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)
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Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the large-, mid-, and small-capitalization segments of the U.S. equity market. The index consists of those stocks included in the S&P 500 Index, the S&P MidCap 400 Index, and the S&P SmallCap 600 Index. more
Time Frame | SPTM | S&P500 |
---|---|---|
1-Week Return | 0.14% | -0.58% |
1-Month Return | 2.8% | 1.89% |
3-Month Return | 4.01% | 3.24% |
6-Month Return | 10.5% | 10.09% |
1-Year Return | 22.33% | 22.09% |
3-Year Return | 35.78% | 35.68% |
5-Year Return | 82.18% | 83.47% |
10-Year Return | 192.81% | 200.41% |
Time Frame | SPTM | S&P500 |
---|---|---|
1-Week Return | 7.57% | -26.16% |
1-Month Return | 39.93% | 25.58% |
3-Month Return | 17.29% | 13.80% |
6-Month Return | 22.44% | 21.52% |
1-Year Return | 22.33% | 22.09% |
3-Year Return | 10.73% | 10.71% |
5-Year Return | 12.75% | 12.90% |
10-Year Return | 11.34% | 11.63% |
Stock name | Ticker | Weight |
---|---|---|
NVIDIA Corporation | NVDA | 6.22% |
Apple Inc | AAPL | 5.99% |
Microsoft Corporation | MSFT | 5.87% |
Amazon.com Inc | AMZN | 3.91% |
Meta Platforms Inc. | META | 2.51% |
Alphabet Inc Class A | GOOGL | 2.08% |
Broadcom Inc | AVGO | 2.03% |
Tesla Inc | TSLA | 2.02% |
Alphabet Inc Class C | GOOG | 1.71% |
Berkshire Hathaway Inc | BRK.B | 1.51% |
Sector | Weight |
---|---|
Information Technology | 31.51% |
Financials | 13.67% |
Consumer discretionary | 11.67% |
Health care | 10.19% |
Communication services | 8.97% |
All Others | 24.00% |