FTEKX yields 14.70% · VIG yields 1.64%● Live data
📍 FTEKX pulled ahead of the other in Year 1
Combined, FTEKX + VIG cover 0 of 12 months — good coverage
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The investment seeks long-term growth of capital. Normally the fund invests at least 80% of assets in securities of disruptive technology companies. Normally it invests primarily in equity securities. Companies within the disruptive technology theme include but are not limited to those companies that, in the Adviser's opinion, are engaged in big data, machine learning, artificial intelligence, cloud computing/software as a service (SaaS), cybersecurity, ecommerce and consumer technologies, rideshare, and next generation hardware. In pursuing this investment theme, the fund may invest in companies in any economic sector. The fund is non-diversified.
Full FTEKX 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.