DUNK yields 9.88% · NOBL yields 2.17%● Live data
📍 DUNK pulled ahead of the other in Year 1
Combined, DUNK + NOBL cover 0 of 12 months — good coverage
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DUNK invests in companies driving or adapting to disruptive trends such as e-commerce, cloud computing, digital advertising, electric vehicles, biotechnology, and artificial intelligence. The fund typically holds 1530 stocks selected for solid fundamentals, disciplined valuations, and participation in long-term profit trends tied to these themes. While it emphasizes large-cap names, it can also invest in smaller companies and add foreign exposure through depositary receipts or emerging-market holdings when appropriate. Individual positions are limited to 15% of assets, and up to 20% may be held in cash to maintain flexibility. This high-conviction approach allows the portfolio to adjust quickly as new opportunities emerge across sectors. By combining valuation discipline with a focus on disruptive growth, the strategy seeks to capture innovation-driven gains while reducing the risk of overpaying for popular themes.
Full DUNK 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.