| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 30,657 | $1.08M | $1.1M | $26,929.32 | 2.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 380 | $13,593 | $13,752.2 | $159.2 | 1.17% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 1,636 | $57,931 | $58,781.48 | $850.48 | 1.47% |
| NASDAQ (NMS) Exchange | US Country |
The fund described is a financial vehicle primarily aimed at investing in dividend-paying securities from mid-capitalization companies in the United States. The investment strategy is designed to mirror the performance of a specific index, with at least 90% of the fund's net assets allocated to securities that are part of this index. The focus on mid-cap companies that pay dividends suggests a strategy that aims to balance growth potential with income generation, appealing to investors seeking moderate risk exposure while aiming for consistent returns. This approach reflects a measured investment philosophy, targeting the segment of the market that is often considered to offer a good compromise between the high growth (and higher risk) of small-cap stocks and the stability (but potentially lower growth) of large-cap stocks.
This fund offers a focused investment product, detailed as follows:
This product is designed for investors who are looking for exposure to mid-cap U.S. companies that demonstrate a commitment to returning value to shareholders through dividends. It involves a selective investment process that aims to include only those securities which are a part of the chosen index. The investment strategy focuses on companies that are not only performing well financially but are also capable of sustaining and potentially increasing their dividend payouts over time. As such, it offers a potentially attractive blend of income generation through dividends and capital appreciation through the growth prospects inherent to mid-cap companies.