| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 422,107 | $15.69M | $15.83M | $140,575.69 | 0.9% |
| ARCA Exchange | US Country |
The Index Design Group, affiliated with Pacer Advisors, Inc., has developed a proprietary methodology used to determine the composition of a specific investment fund. This fund, managed by Pacer Advisors, Inc., pledges to invest at least 80% of its total assets into the securities that make up the index, barring any funds reserved as collateral from securities lending. Designed as a non-diversified fund, it aims to adhere closely to the performance of the developed index, focusing on providing investment opportunities that mirror the underlying benchmark.
A unique investment index created by the Index Design Group using a specialized methodology. This index serves as the foundation for the investment fund, guiding the allocation of assets to closely follow the index's performance.
Pacer Advisors, Inc. manages an investment fund that commits to investing at least 80% of its assets in the securities that form the proprietary index. Excluding any assets held as collateral from securities lending, this strategy ensures a significant alignment with the index's movements, focusing on achieving similar returns.
The fund's strategy of non-diversification means it may invest more heavily in fewer securities than a diversified fund. This approach can lead to higher volatility but also offers the potential for significant returns by concentrating on the index's core components.