| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 21 | $1,009.47 | $1,170.54 | $161.07 | 15.96% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,788 | $232,600 | $266,787.36 | $34,187.36 | 14.7% |
Joshua Stipcich Tidemark, LLC | 98,129 | $5.14M | $5.48M | $334,171.04 | 6.5% |
| NASDAQ (NMS) Exchange | US Country |
The fund is designed to provide investors with an investment opportunity that targets securities with lower volatility within the emerging markets. By focusing on low volatility securities, the fund aims to offer a more stable investment option compared to the broader market, which can be particularly appealing for risk-averse investors seeking exposure to emerging markets. The methodology behind the fund involves a rigorous selection process that ensures at least 90% of its net assets are invested in securities that form part of the designated index. This index is specifically curated to encompass low volatility securities from companies that are operating in emerging market countries, providing a diversified mix of investments that aims to reduce overall portfolio risk while capturing potential growth in these dynamic regions.
This product offers investors a focused investment in low volatility securities from emerging markets. By investing a minimum of 90% of its net assets in the securities that make up its underlying index, the fund seeks to maintain a stable risk profile. The selection process emphasizes securities that demonstrate lower volatility, aiming to provide a more predictable and less turbulent investment experience. This approach is particularly suitable for investors who are interested in the growth potential of emerging markets but are cautious about the inherent volatility these markets can exhibit.