SWRL yields 400000.00% · VIG yields 1.64%● Live data
📍 SWRL pulled ahead of the other in Year 1
Combined, SWRL + VIG cover 0 of 12 months — good coverage
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U-Swirl, Inc., together with its subsidiaries, operates and franchises self-serve frozen yogurt cafés. It operates and franchises frozen yogurt cafés under the U-SWIRL Frozen Yogurt, CherryBerry, Yogurtini, Fuzzy Peach, Aspen Leaf Yogurt, Yogli Mogli, Let's Yo!, and Josie's Frozen Yogurt brand names. The company's cafés offer frozen yogurt in non-fat and low-fat flavors and with approximately 70 toppings. As of April 30, 2015, the company and its franchisees operated 259 self-serve frozen yogurt cafés in 37 states in the United States; and 4 foreign countries. U-Swirl, Inc. was incorporated in 2005 and is headquartered in Durango, Colorado.
Full SWRL 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.