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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 23.9% over the past year, reflecting strong price momentum.Cost Efficiency
Ongoing charge of 0.39% — moderate cost. Consider how fees compound over long holding periods.What is SPVM?
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed tomeasure the performance of 100 stocks in the S&P 500® Index (the "Parent Index") that have relatively high "value" and "momentum" scores.
Performance Highlights
Investment Breakdown
How would SPVM affect your portfolio?
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