GOLS yields 8.19% · VIG yields 1.61%● Live data
📍 GOLS pulled ahead of the other in Year 1
Combined, GOLS + VIG cover 0 of 12 months — good coverage
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GOLS is actively managed and invests in equity securities of companies engaged in the live media, entertainment, and sports sectors. It may invest in foreign securities, including American Depositary Receipts, and companies of any market capitalization. Up to 10% of net assets may be allocated to option contracts. Live media includes television, radio, motion pictures, internet content, and advertising services. Sports-related activities encompass team ownership, sports-related real estate, athletic apparel, equipment, ticketing, and sports media. The investment approach seeks undervalued assets based on private market value, considering factors such as price, earnings, balance sheets, management quality, and catalysts like industry changes or regulatory shifts. Investments may be sold if they lose perceived value due to price targets, fundamental changes, or risk/reward adjustments. Equity securities are subject to market fluctuations which expose investors to certain risks.
Full GOLS 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.