| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 194 | $7,752.95 | $11,561.43 | $3,808.48 | 49.12% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,300 | $58,799 | $77,350 | $18,551 | 31.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,300 | $57,610.96 | $76,817.39 | $19,206.43 | 33.34% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 10,796 | $482,500.85 | $638,474.36 | $155,973.51 | 32.33% |
Julie Beswick Advantage Trust Co | 600 | $33,036 | $35,850 | $2,814 | 8.52% |
| NASDAQ (NMS) Exchange | US Country |
This fund is designed for investors looking to capitalize on momentum within the energy sector. It dedicates at least 90% of its total assets to securities that are included in its underlying index, which comprises a minimum of 30 companies. These companies are selected based on their strong relative strength or momentum characteristics, indicating they are currently performing well in the market. This strategy aims to leverage the ongoing success of these companies, potentially offering higher returns for investors who are willing to take on the sector-specific risk.
This product focuses on investing in companies within the energy sector showing strong momentum characteristics. By identifying and investing in these companies, the fund aims to capture higher returns compared to more traditional investment strategies. This is particularly appealing for investors looking for growth in the dynamic energy market.
By concentrating investments in the energy sector, this fund offers a targeted approach for those looking to gain exposure to this particular area of the market. This strategy could be exceptionally beneficial during times of growth within the energy sector, although it also means higher risk due to the lack of diversification across different industries.
The fund commits at least 90% of its asset base directly into securities that form its underlying index. This high allocation aims to closely track the performance of the index, minimizing tracking error and ensuring that the fund’s performance closely mirrors that of the selected momentum companies within the energy sector. This approach is suited for investors who wish to directly benefit from the index's performance without the risk of significant fund manager deviation.