Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
10,000+ US Securities
Unlisted Companies not available on US Stock Exchanges
Professionally managed portfolios, designed by Vested’s research team
Get exposure to 50+ countries via mutual funds managed by the world’s top fund managers
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 50+ Global Mutual Funds
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Under normal circumstances, the fund invests at least 80% of the fund"s net assets in large-cap companies, which, for purposes of this policy, are of a size similar to those in the Russell 1000 Value Index. The fund may also invest in midsize companies. more
Time Frame | PVAL | S&P500 | |
---|---|---|---|
1-Week Return | 0.95%% | % | 1.21%% |
1-Month Return | 3.24%% | % | 4.02%% |
3-Month Return | 9.07%% | % | 11.7%% |
6-Month Return | 11.78%% | % | 17.35%% |
1-Year Return | 12.79%% | % | 16.55%% |
3-Year Return | 63.49%% | % | 70.61%% |
5-Year Return | 69.64%% | % | 102.78%% |