LCO yields 7.91% · NOBL yields 2.17%● Live data
📍 LCO pulled ahead of the other in Year 1
Combined, LCO + NOBL cover 0 of 12 months — good coverage
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LCO is actively managed and seeks total return through capital appreciation and income. It invests in US and foreign equity securities, preferred stocks, fixed income instruments, US Treasurys, and shares of other investment companies, including ETFs. The fund uses a contrarian investment approach, betting that the market is wrong. It buys companies others do not want based on valuation. Equity selection considers valuation, earnings growth, cash flow, balance sheet strength, industry outlook, competitive positioning, management quality, and macroeconomic trends. Fixed-income selection factors include credit quality, yield relative to duration, issuer fundamentals, liquidity, interest rate sensitivity, and diversification. The portfolio typically holds 30 to 75 positions, with equity as the majority. Option strategies are also used to generate income, hedge risks, and reduce volatility. The portfolio is reviewed regularly for reallocation.
Full LCO Calculator →The fund will invest at least 80% of its total assets in component securities of the index. The index contains a minimum of 40 stocks, which are equally weighted, and no single sector is allowed to comprise more than 30% of the index weight. It seeks to remain fully invested at all times in securities and/or financial instruments that, in combination, provide exposure to the returns of the index without regard to market conditions, trends or direction.
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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.