| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RPR Ryan P. Ruggaard Ruggaard & Associates LLC | 52,425 | $1.25M | $1.68M | $423,893.75 | 33.87% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 6,991 | $142,773.79 | $223,432.36 | $80,658.57 | 56.49% |
| BR Brian Runkles Frederick Financial Consultants LLC | 26,300 | $650,496.29 | $840,548 | $190,051.71 | 29.22% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 147 | $4,207.14 | $4,698.12 | $490.98 | 11.67% |
| ARCA Exchange | US Country |
The provided company is an investment fund that focuses on leveraging a strategic beta approach to offer potentially stronger total returns than its benchmark, the Russell 1000® Value Index. This index is renowned for measuring the performance of U.S. large- and mid-cap value companies, making it a vital reference for investors interested in those market segments. By committing at least 80% of its assets into securities that are part of the index, the fund aims to capitalize on the growth and value provided by these companies, employing a rules-based strategy to enhance investment outcomes for its clients.
The core offering involves a strategic beta approach that selects securities from the Russell 1000® Value Index. This method is designed to outperform the index by applying a set of rules that aim to capture stronger total returns. It's an attractive option for investors looking to benefit from a mix of growth and value investing within the U.S. large- and mid-cap sector.
This service focuses on investing a minimum of 80% of the fund's assets in the securities comprising the Russell 1000® Value Index. By targeting this particular index, the fund is able to tap into the performance of U.S. large- and mid-cap value companies, offering investors exposure to a sector known for its potential for steady growth and value accumulation.