Small caps are leading markets in 2026. Finance, aerospace and industrial sectors stand out with strong earnings momentum.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 7,151 | $393,202.69 | $478,973.98 | $85,771.29 | 21.81% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 40,332 | $2.29M | $2.74M | $448,923.36 | 19.58% |
| NASDAQ (NMS) Exchange | US Country |
The company operates a financial investment fund focusing primarily on small-cap U.S. companies within the financials and real estate sectors. To ensure a high level of fidelity to its investment strategy, the fund commits at least 90% of its total assets to securities that are part of a specially curated index. This index is managed by S&P Dow Jones Indices, LLC, a reputable index provider known for its stringent compilation, maintenance, and calculation practices. The index is crafted to track the performance of its constituents meticulously, adhering to the Global Industry Classification Standard (GICS®), which lays down the criteria for categorizing companies into the targeted sectors.
This service allows investors to gain exposure to a segment of the market often overlooked by other investment vehicles. By putting at least 90% of its assets into securities that make up its foundational index, the fund offers its investors a diversified and focused bet on the financials and real estate sectors of small-cap U.S. companies. This approach aims to mirror the performance of the underlying index, which is meticulously curated and calculated by S&P Dow Jones Indices, LLC, according to the rigid GICS®.