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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 14.9% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.18% — competitive for the exposure provided.What is FELC?
The fund will normally invest at least 80% of assets in common stocks included in the S&P 500® Index, which is a market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U. The adviser will generally utilizing a research-driven approach identifying long-term drivers of stock returns that may include, but are not limited to, valuation, growth, quality, and other factors.
Performance Highlights
Investment Breakdown
How would FELC affect your portfolio?
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