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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Read about our journey and get to know the leadership team at Vested
The fund invests primarily in U.S. common stocks with the potential to generate higher returns relative to the broad U.S. equity market by investing in stocks with strong fundamentals as determined by the advisor. The portfolio will include a diverse mix of companies representing many different market sectors and industry groups. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies. more
Time Frame | VFQY | S&P500 |
---|---|---|
1-Week Return | 0.8% | -1.3% |
1-Month Return | 4.97% | 2.3% |
3-Month Return | 4.66% | 3.8% |
6-Month Return | 6.17% | 11.11% |
1-Year Return | 14.8% | 22.66% |
3-Year Return | 27.12% | 33.77% |
5-Year Return | 72.92% | 83.8% |
10-Year Return | 92.9% | 202.43% |
Time Frame | VFQY | S&P500 |
---|---|---|
1-Week Return | 51.51% | -49.45% |
1-Month Return | 80.42% | 31.87% |
3-Month Return | 20.29% | 16.33% |
6-Month Return | 12.91% | 23.82% |
1-Year Return | 14.80% | 22.66% |
3-Year Return | 8.33% | 10.18% |
5-Year Return | 11.58% | 12.95% |
10-Year Return | 6.79% | 11.70% |
Sector | Weight |
---|---|
Industrials | 18.29% |
Information Technology | 17.95% |
Consumer discretionary | 16.68% |
Financials | 15.91% |
Consumer staples | 13.46% |
All Others | 17.72% |