Index Performance
+9.26%
SVAGI
+5.76%
TMLARGE
Overview
Description
"This index fund aims for income generation and balanced growth, leveraging a mix of defensive and growth-oriented equities. Informed by research predicting market uncertainty, the fund maintains balance while targeting sectors expected to outperform. It's a strategic vision for sustainable growth, designed to navigate volatile times and aim for long-term outperformance."
- TickerSVAGI
- Inception Date04/14/2024
- WeightingCustom
- # of holdings24
What's inside?
Sectors
- Miscellaneous49.07%
- Technology Services25.76%
- Non-Energy Minerals10.97%
- Retail Trade5.67%
- Consumer Durables5.62%
- Finance1.82%
- Energy Minerals0.94%
- Electronic Technology0.10%
- Consumer Services0.05%
Holdings
All holdings as of December 27, 2024
CSV download
Market data by FactSet