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
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The fund, an exchange traded fund, is actively managed using a model-based approach. It seeks to achieve its investment objective by investing primarily in U.S. equity securities that provide a high total shareholder yield and exhibit favorable quality characteristics that demonstrate a company's profitability, such as strong ROE and/or ROA. The fund invests primarily in equity securities of companies domiciled in the U.S. or listed on a U.S. exchange. The advisor generally expects to invest in large- and mid-capitalization companies and may invest in any sector. The fund is non-diversified. more
Time Frame | WTV | S&P500 |
---|---|---|
1-Week Return | -1.41% | -0.12% |
1-Month Return | 2.95% | 1.47% |
3-Month Return | 2.34% | 2.27% |
6-Month Return | 20.1% | 15.77% |
1-Year Return | 25.57% | 22.38% |
3-Year Return | 40.49% | 35.13% |
5-Year Return | 82.23% | 81.05% |
10-Year Return | 163.79% | 194.73% |
Time Frame | WTV | S&P500 |
---|---|---|
1-Week Return | -52.31% | -6.07% |
1-Month Return | 42.44% | 19.43% |
3-Month Return | 9.83% | 9.53% |
6-Month Return | 44.98% | 34.57% |
1-Year Return | 25.57% | 22.38% |
3-Year Return | 12.00% | 10.56% |
5-Year Return | 12.75% | 12.61% |
10-Year Return | 10.19% | 11.41% |
Stock name | Ticker | Weight |
---|---|---|
| JBL | 1.4% |
| FOXA | 1.37% |
| EQH | 1.25% |
| RTX | 1.22% |
| BK | 1.2% |
| MS | 1.2% |
| WFC | 1.17% |
| FHN | 1.17% |
| UNM | 1.15% |
| NRG | 1.14% |
Sector | Weight |
---|---|
Financials | 23.60% |
Information Technology | 14.62% |
Consumer discretionary | 14.56% |
Industrials | 13.49% |
Energy | 8.95% |
All Others | 24.79% |