PHM: PulteGroup, Inc.

The textbook passive investment vehicle is generally considered to comprise of 500 of the largest stocks traded within the US. Double's take on this exposes a client to the US stock market in a diversified way without any expense ratio.

Optimizes returns by rotating investments across five historically successful styles: quality, value, size, minimum volatility, and momentum. By shifting focus among these factors based on forward-looking insights, this index capitalizes on market opportunities and provides a diversified approach to enhancing returns. This strategy offers a flexible and adaptive way to navigate changing markets, combining multiple styles in a single portfolio to maximize returns while managing risk.

This Strategy targets undervalued stocks in the U.S. market, emphasizing companies with solid fundamentals and potential for long-term growth. Emphasizing sectors such as healthcare, financials, industrials, and consumer goods, it seeks opportunities where market prices may not fully reflect underlying value metrics like earnings and book value.

Targeting mid-sized U.S. companies, striking a balance between growth potential and stability. Investing in sectors like industrials, technology, consumer goods, and healthcare, it offers exposure to companies with established market positions and growth opportunities.

This strategy focuses on consumer discretionary companies, including retail, automotive, leisure, and entertainment firms. Reflecting consumer spending trends and economic conditions, it's sensitive to changes in consumer sentiment and economic growth.

This index provides equal-weight exposure to the top 500 companies in the US, offering a unique approach compared to traditional market-cap weighted indexes. With an aim to reduce concentration risk by allocating equal amounts to each constituent, it potentially benefits from smaller companies' outperformance.

Access a core portfolio of U.S. stocks chosen and weighted for positive ESG attributes, aiming for responsible investing.

This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.

This strategy invests in US large- and mid-cap stocks with a focus on financial quality. Companies are selected and weighted based on their return on equity, earnings growth stability, and financial leverage, emphasizing strong fundamentals. This approach offers investors exposure to companies with proven profitability and sound financial health.

Invest in U.S. large and mid-sized companies recognized as leaders in environmental, social, and governance practices.

Invest in potentially undervalued large U.S. companies demonstrating strong performance in ESG factors.