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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 13.4% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.52% — moderate cost. Consider how fees compound over long holding periods.What is TPLC?
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets directly or indirectly in the securities included in the index, an unmanaged, volatility weighted index created by the Sub-Advisor. The index combines fundamental criteria with individual security risk control achieved through volatility weighting of individual securities, rather than traditional market-cap weighting.
Performance Highlights
Investment Breakdown
How would TPLC affect your portfolio?
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