IVSS yields 0.07% · PLD yields 3.18%● Live data
📍 PLD pulled ahead of the other in Year 1
Combined, IVSS + PLD cover 0 of 12 months — good coverage
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IVSS is actively managed and allocates approximately 80% of net assets to equity securities of US small- to mid-cap companies, defined as those with market capitalizations below $15 billion at purchase. These securities are believed to have potential for superior return. The investment process incorporates an Intrinsic Value Stewardship (IVS) analytical model that assesses factors such as profitability, competition, growth rate, cost of capital, and financing activities. The fund will hold at least 150 positions across various sectors but may take larger positions exceeding 5% in certain holdings or sectors. As a non-diversified fund, it invests in fewer securities than diversified funds. It also invests in convertible securities, preferred stocks, rights, warrants, real estate investment trusts (REITs), and American depositary receipts (ADRs).
Full IVSS Calculator →Prologis, Inc. is the global leader in logistics real estate with a focus on high-barrier, high-growth markets. As of December 31, 2020, the company owned or had investments in, on a wholly owned basis or through co-investment ventures, properties and development projects expected to total approximately 984 million square feet (91 million square meters) in 19 countries. Prologis leases modern logistics facilities to a diverse base of approximately 5,500 customers principally across two major categories: business-to-business and retail/online fulfillment.
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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.