| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 4,708 | $95,148.68 | $155,834.79 | $60,686.11 | 63.78% |
| NASDAQ (NMS) Exchange | United States Country |
The company is focused on providing investors with exposure to the large-cap value segment of the U.S. equity market through a fund that primarily invests in securities represented in the Russell 1000® Value Index. This index is a key benchmark for the performance of large-cap value stocks in the United States, encompassing companies that are deemed to have lower price-to-book ratios and lower anticipated growth rates compared to the broader market. The aim is to offer an investment vehicle that closely tracks this specific market segment, enabling investors to potentially benefit from the value-oriented investment strategy. By investing at least 80% of its assets in the securities that comprise the index, the fund seeks to mirror the performance of the Russell 1000 Value Index, thereby providing investors with a targeted focus on value stocks within the large-cap arena.
This product is designed for investors looking to gain exposure to the large-cap value segment of the U.S. equity market. The fund invests primarily in companies that are included in the Russell 1000 Value Index, which represents those companies within the Russell 1000 Index characterized by lower price-to-book ratios and lower expected growth rates. The objective is to closely track the performance of the Russell 1000 Value Index, making it an ideal choice for investors seeking to capitalize on the potential benefits of value investing in large-cap stocks.