AVDR yields 0.85% · NOBL yields 2.17%● Live data
📍 NOBL pulled ahead of the other in Year 1
Combined, AVDR + NOBL cover 0 of 12 months — good coverage
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The index is a proprietary index that was created by the advisor to seek to provide long-term risk adjusted outperformance of the S&P 500 Index. The fund will generally invest substantially all, but at least 80%, of its net assets in component securities of the index. In seeking to track the index, the fund will generally invest in all of the securities comprising the index in proportion to the weightings in the index.
Full AVDR Calculator →The fund will invest at least 80% of its total assets in component securities of the index. The index contains a minimum of 40 stocks, which are equally weighted, and no single sector is allowed to comprise more than 30% of the index weight. It seeks to remain fully invested at all times in securities and/or financial instruments that, in combination, provide exposure to the returns of the index without regard to market conditions, trends or direction.
Full NOBL Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.