TOGA yields 7.36% · VIG yields 1.61%● Live data
📍 TOGA pulled ahead of the other in Year 1
Combined, TOGA + VIG cover 0 of 12 months — good coverage
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TOGA seeks long-term capital appreciation by actively investing in equities of predominantly large- and mid-cap companies around the globe. The fund invests in various developed countries and may also hold equities of emerging market issuers. Typically, the fund allocates at least 40% of its assets to countries outside the US. To build the portfolio, the fund adviser uses a bottom-up, fundamental process, subject to the adviser's discretion. The fundamental approach is based on factors related to strategic business analysis and financial analysis. The selection process tends to favor certain types of firms, which may cause a concentration of investments in a few sectors. The fund seeks a long-term investment horizon. Compounding of returns over multiple years coupled with an ETF structure is expected to result in tax efficiencies. On May 3, 2024, TOGA converted from an unregistered private investment fund to an actively managed ETF structure with about $71 million in assets.
Full TOGA 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.