FSEGX yields 25.38% · VIG yields 1.61%● Live data
📍 FSEGX pulled ahead of the other in Year 1
Combined, FSEGX + VIG cover 0 of 12 months — good coverage
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The investment seeks to generate an attractive total return consisting of current income and capital appreciation by investing primarily in the equity and debt securities of Natural Resource Companies. The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its total assets in Natural Resource/Infrastructure Companies. The Adviser intends to invest primarily in the equity and debt securities of Natural Resource/Infrastructure Companies. The fund may invest without limitation in securities of U.S. issuers and non-U.S. issuers located in countries throughout the world. The fund is non-diversified.
Full FSEGX 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.