Affinity World Leaders Equity Fund (WLDR)
BATS BATS Primary Summary
WLDR Chart
Affinity World Leaders Equity Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Norden Group LLC NORDEN GROUP LLC | 6,230 | $207,308 | $275,873.12 | $68,565.12 | 33.07% |
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Affinity World Leaders Equity Fund Profile
| BATS Exchange | US Country |
Overview
The company operates a fund that primarily focuses on investing in equity securities that are part of a specific index. This index is inclusive of a diverse range of stocks from companies located in the U.S. as well as at least three countries outside of the U.S., expanding the fund's investments to potentially up to 20 different countries. With a strategy that mandates at least 80% of its net assets, in addition to any funds borrowed for investment purposes, to be invested in the securities included in the index, the fund aims to provide a balanced mix of domestic and international equity exposure. The index targeted by the fund is designed to consist of approximately 150 to 250 stocks, ensuring a wide range of investment opportunities while still focusing on companies poised for growth or stability in their respective markets.
Products and Services
- Equity Securities Investment
The fund invests primarily in equity securities that are part of a specifically defined index. This encompasses a wide range of stocks from both U.S. companies and international firms, aiming to capture growth across a broad market spectrum. By focusing on equity securities, the fund seeks to leverage potential stock value increases for its investors.
- International Diversification
In addition to U.S.-based investments, the fund significantly commits resources to companies located outside of the U.S., in at least three foreign countries. This strategy allows for a diversified portfolio that includes exposure to international markets, potentially reducing risk through geographical diversification and tapping into growth opportunities in emerging and developed markets outside of the United States.
- Investment in 150 to 250 Stocks
By targeting an index that comprises approximately 150 to 250 stocks, the fund aims for a balance between wide exposure and focused investment strategy. This range allows the fund to diversify its holdings across various sectors and industries, aiming to mitigate risks associated with market volatility while seeking to benefit from the potential growth of a broad array of companies.
