Conservative Income Fund
Income • Low Risk
Current NAV
$12.8000
Change
+0.00%
Min Investment
$500
Plan Overview
Low RiskNAV
$12.8000
1Y Return
+0.00%
Min Investment
$500.00
Management Fee
0.55%
Low-risk fund focused on generating stable income through dividends
Performance
Holdings Breakdown
Technology
Tesla, Apple, Microsoft
45.2%
$2.3M
Energy
Renewable energy companies
28.7%
$1.5M
Automotive
EV manufacturers
26.1%
$1.3M
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Plan Details
Type:
Mutual_fund
Category:
Income
Risk Level:
Low
Expense Ratio:
0.55%
Total Assets:
$4,500,000
Inception:
Sep 2018
Recent Activity
No recent activity