FCTE yields 0.09% · VIG yields 1.64%● Live data
📍 VIG pulled ahead of the other in Year 1
Combined, FCTE + VIG cover 0 of 12 months — good coverage
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What's the optimal mix of FCTE + VIG for your $10,000?
FCTE aims to beat the S&P 500 throughout complete market cycles by targeting companies believed to be the most promising. Typically, holdings comprise around 20 domestic large-cap stocks drawn from the S&P 500 index. Portfolio selection is based on the Full-Cycle Trend (FCT) strategy, which evaluates stocks based on quality metrics and trend factors like return on capital and cash flow stability, earnings growth, return on investment, momentum, linear regression, and trend analysis. Each month, a model portfolio is created and published. The adviser uses this portfolio to update the funds holdings monthly according to this model while retaining discretion for additional adjustments and potential deviations due to regulatory compliance or unusual stock volatility. The fund may engage in active and frequent trading.
Full FCTE Calculator →Seeks to track the performance of the S&P U.S. Dividend Growers Index.Passively managed, full-replication approach.Fund remains fully invested.Large-cap equity, emphasizing stocks with a record of growing their dividends year over year.Low expenses minimize net tracking error.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.