| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 450 | $25,461 | $25,461 | - | - |
| Capital Markets Industry | Financials Sector | - CEO | ARCA Exchange | 46138E388 CUSIP |
| US Country | - Employees | 23 Feb 2026 Last Dividend | - Last Split | - IPO Date |
The company operates a mutual fund that focuses on providing investors with exposure to a portfolio constructed from the 100 least volatile and interest rate-sensitive stocks out of the S&P 500® Index. By investing at least 90% of its assets in the securities that match the underlying index, the fund aims to offer a stable investment option that is less susceptible to market fluctuations and interest rate changes. This strategic approach is designed to target individuals and institutions seeking risk-adjusted returns in their investment portfolios.
This product offers investors exposure to the 100 constituents of the S&P 500® Index that demonstrate the lowest volatility. It is specifically crafted for those looking to mitigate risk in their investment portfolio while still benefiting from the growth potential of the S&P 500®. By focusing on low-volatility stocks, the fund aims to provide more stable returns over time, making it an attractive option for conservative investors or those nearing retirement.
The inclusion of securities with low sensitivity to changes in the 10-year U.S. Treasury rates positions this fund as a hedge against interest rate risk. It serves as an ideal investment for individuals and institutional investors concerned about the negative impact of rising interest rates on their portfolio. Through careful selection of stocks that exhibit low sensitivity to interest rate fluctuations, the fund seeks to minimize losses during periods of rising rates, thus offering a layer of protection for investors’ capital.