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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 12.6% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.55% — moderate cost. Consider how fees compound over long holding periods.What is SSPX?
The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities that are economically tied to the U. The fund generally invests in a core group of 30-50 equity securities, which consist primarily of common stocks, but may also include other types of instruments, such as warrants.
Performance Highlights
Investment Breakdown
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