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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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 | 1.72%% | % | 0.47%% |
| 1-Month Return | 1.61%% | % | 0.37%% |
| 3-Month Return | 14.34%% | % | 12%% |
| 6-Month Return | 11.49%% | % | 9.55%% |
| 1-Year Return | 26.47%% | % | 24.06%% |
| 3-Year Return | 78.35%% | % | 68.93%% |
| 5-Year Return | 91.94%% | % | 78%% |
| 10-Year Return | 90%% | % | 255.55%% |
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