| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,615 | $57,883.18 | $63,760.2 | $5,877.02 | 10.15% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,063 | $342,336.76 | $435,218.42 | $92,881.66 | 27.13% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 13,601 | $440,996.74 | $535,335.36 | $94,338.62 | 21.39% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,355 | $48,102.5 | $53,529.27 | $5,426.77 | 11.28% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 29,736 | $918,652.96 | $1.18M | $259,933.4 | 28.3% |
| NYSE Exchange | US Country |
The index discussed is a focused subset of the expansive Bloomberg U.S. 1000 Growth Index. This larger index is well-regarded for its comprehensive measurement of the performance of a broad spectrum of large- and mid-capitalization growth companies in the United States equity market. These are primarily companies that show above-average growth potential compared to their market peers. The process of inclusion in this index is meticulously undertaken by Bloomberg, ensuring only those companies that meet certain growth criteria are considered. An important aspect of this particular subset of the growth index is its focus on investing predominantly in dividend-paying equity securities. In practice, this means that under usual market conditions, the fund commits at least 80% of its total assets—excluding any collateral held from securities lending—towards investments in these types of equities. This strategic focus aims to provide investors with a balanced approach to growth-oriented investing, by including the stability and potential income generation of dividend-paying stocks.
This service focuses on allocating a significant portion of the fund's assets, specifically at least 80% of its total assets (excluding collateral held from securities lending), into equity securities that pay dividends. This approach targets investors who are looking for growth opportunities in the equity market while also desiring the potential income and stability provided by dividend-paying stocks.
As a subset of the broader Bloomberg U.S. 1000 Growth Index, this product offers investors a more concentrated exposure to large- and mid-cap growth companies in the U.S. equity market. These companies are selected based on Bloomberg's rigorous growth criteria, aiming to identify those with the highest potential for appreciation. This focused investment strategy is intended for investors seeking growth within the relatively stable environment of large- and mid-sized companies that have a sustainable business model and are in a strong position to pay dividends.