| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,715 | $34,918.17 | $40,405.4 | $5,487.23 | 15.71% |
| TG Timothy Gerlach Novem Group | 26,108 | $572,295 | $615,104.48 | $42,809.48 | 7.48% |
| DR Don Ruffin Park Square Financial Group LLC | 431 | $9,448 | $10,154.36 | $706.36 | 7.48% |
| ARCA Exchange | United States Country |
The FT 9319 Russell Defensive Index Fund, Series 1, is a prime financial vehicle designed to parallel the performance of the Russell Defensive Index. This inventive fund caters to investors who pursue a less turbulent venture into the U.S. equity market, emphasizing stability over high-risk, high-return strategies. It meticulously selects a blend of large-cap, mid-cap, and small-cap defensive stocks, renowned for their resilience against market volatility and consistency in earnings. These stocks predominantly hail from sectors less susceptible to economic swings, such as consumer staples, healthcare, and utilities, owing to their invariable demand. The FT 9319 Russell Defensive Index Fund aspires to provide a secure harbor for investors, ensuring a steadier return profile in contrast to the broader market indices, thus playing a pivotal role for those emphasizing capital preservation within their investment portfolio.
At its core, the FT 9319 Russell Defensive Index Fund, Series 1, offers investors access to a carefully curated portfolio of defensive stocks. These are chosen based on their potential to remain stable or grow during various economic cycles, largely focusing on sectors known for their resilience. This selection includes leading companies in the consumer staples sector, which provides goods in constant demand, healthcare companies that offer essential services and products regardless of economic health, and utilities that deliver indispensable services. This strategic composition positions the fund as an appealing option for those seeking stable investments.
The fund's design to mimic the Russell Defensive Index lends it a unique characteristic of less volatility compared to the overall U.S. equity market. By investing in a combination of large-cap, mid-cap, and small-cap stocks that exhibit lower market sensitivity and earnings volatility, it aims to shield investors from the brunt of market fluctuations. This feature is particularly attractive for conservative investors or those close to retirement, seeking to minimize risk in their equity exposure.
By focusing on defensive stocks, the FT 9319 Russell Defensive Index Fund seeks to ensure a more consistent and stable return profile for its investors. This approach aims to protect capital while still allowing for participation in the growth of the equity market. It’s a strategic choice for investors whose primary goal is capital preservation and who are inclined to avoid the high volatility commonly associated with the equity markets. The Fund is instrumental for individuals looking for a safety net amidst the uncertain and often turbulent financial market landscape.