Conservative Bond Fund

Conservative • Low Risk

Current NAV

$10.4500

Change

+0.00%

Min Investment

$750

Plan Overview

Low Risk

NAV

$10.4500

1Y Return

+0.00%

Min Investment

$750.00

Management Fee

0.45%

Ultra-conservative fund focused on government and corporate bonds

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

Invest Now

Buy More

Plan Details

Type: Mutual_fund

Category: Conservative

Risk Level: Low

Expense Ratio: 0.45%

Total Assets: $5,200,000

Inception: May 2017

Recent Activity

Sell

Aug 08, 2025

$341.00

Sell

Aug 08, 2025

$200.00

Sell

Aug 08, 2025

$209.00

Buy

Aug 07, 2025

$750.00