Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
10,000+ US Securities
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Professionally managed portfolios, designed by Vested’s research team
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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 normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. equity securities. The advisor attempts to create a portfolio with similar characteristics to the Standard & Poor"s 500 Stock Index® (index) with the potential to provide excess returns relative to the index. The fund will generally remain fully invested (less than 5% in cash reserves) and seeks to be sector neutral when compared to the index. The fund is non-diversified. more
Time Frame | TSPA | S&P500 | |
---|---|---|---|
1-Week Return | -0.72%% | % | -0.73%% |
1-Month Return | 1.21%% | % | 1.48%% |
3-Month Return | 7.91%% | % | 8.04%% |
6-Month Return | 9.61%% | % | 9.65%% |
1-Year Return | 15.99%% | % | 15.99%% |
3-Year Return | 71.74%% | % | 63.33%% |
5-Year Return | 61.2%% | % | 79.08%% |