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 | 2.31%% | % | 2.29%% |
| 1-Month Return | 4.86%% | % | 4.94%% |
| 3-Month Return | 9.31%% | % | 8.84%% |
| 6-Month Return | 10.89%% | % | 10.41%% |
| 1-Year Return | 27.56%% | % | 26.99%% |
| 3-Year Return | 85.38%% | % | 78.82%% |
| 5-Year Return | 90%% | % | 79.13%% |
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