| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 46,266 | $1.35M | $1.59M | $243,226.4 | 18.04% |
| ARCA Exchange | US Country |
This investment fund dedicates a significant portion, at least 90% of its assets, to securities that are included in a specific index. The index in question is managed by S&P Dow Jones Indices LLC, a renowned index compiler and calculator. The fund's strategy is to mirror the performance of a subset of the S&P SmallCap 600® Index. Specifically, it focuses on stocks that rank in the top 90% based on a multi-factor analysis, excluding those with the lowest scores in quality, value, and momentum. This selection methodology aims to concentrate the fund's investments in securities believed to have the best potential for performance within the small-cap segment.
The fund's primary service is offering investors exposure to a carefully selected portion of the S&P SmallCap 600® Index. By investing in securities that comprise the top 90% of this index, after filtering out the lowest-scoring in terms of quality, value, and momentum, the fund aims to optimize potential returns for its investors. This approach takes advantage of S&P Dow Jones Indices LLC's expertise in index compilation, maintenance, and calculation, ensuring that the selection of securities is backed by thorough analysis and robust methodology.