Risk Tolerance
Strategy | Top Sector | Top Companies | Holdings | Risk | Minimum Investment | Ann. Return | Blended Expense Ratio | Yield |
---|---|---|---|---|---|---|---|---|
US Top 500 (Classic Diverse Direct Indexes) 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. | Information Technology | 502 | Medium risk | $15,000 | 14.44% | 0.00% | 1.33% | |
US 100 (Classic Diverse Direct Indexes) This strategy offers a convenient way to access the largest 100 large-cap stocks across various sectors within the U.S. market. | Information Technology | 101 | Medium risk | $2,200 | 16.45% | 0.00% | 1.26% | |
USA Mid-Cap Companies (Classic Diverse Direct Indexes) 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. | Industrials | 314 | Medium risk | $3,500 | 11.01% | 0.00% | 1.51% | |
Equal Weighted US Top 500 (Classic Diverse Direct Indexes) 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. | Industrials | 502 | Medium risk | $3,000 | 11.21% | 0.00% | 1.85% | |
US 1000 (Classic Diverse Direct Indexes) 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. | Information Technology | 996 | Medium risk | $33,000 | 14.32% | 0.00% | 1.30% | |
US Mid Cap (Classic Diverse Direct Indexes) This strategy tracks a market-cap-weighted index of mid-cap US companies. This strategy offers targeted exposure to the growth potential of mid-sized businesses within the US market. With a diversified portfolio of holdings, it provides investors with a comprehensive approach to capturing the mid-cap segment's performance. | Industrials | 400 | Medium risk | $5,000 | 10.96% | 0.00% | 1.39% | |
US Small Cap (Classic Diverse Direct Indexes) This strategy tracks a market-cap-weighted index of primarily small-cap US stocks, representing a small portion of the total market. This strategy focuses on the growth potential of smaller companies, offering investors targeted exposure to this dynamic segment of the US equity market. With a diversified portfolio of holdings it provides a broad approach to small-cap investing. | Financials | 596 | High risk | $9,100 | 9.18% | 0.00% | 1.54% |
Medium risk
$15,000
SPY
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.
Top Sector
Information Technology
Top Holdings
Return
Expense Ratio
0.00%
Holdings
502
Medium risk
$2,200
OEF
This strategy offers a convenient way to access the largest 100 large-cap stocks across various sectors within the U.S. market.
Top Sector
Information Technology
Top Holdings
Return
Expense Ratio
0.00%
Holdings
101
Medium risk
$3,500
VO
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.
Top Sector
Industrials
Top Holdings
Return
Expense Ratio
0.00%
Holdings
314
Medium risk
$3,000
RSP
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.
Top Sector
Industrials
Top Holdings
Return
Expense Ratio
0.00%
Holdings
502
Medium risk
$33,000
IWB
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.
Top Sector
Information Technology
Top Holdings
Return
Expense Ratio
0.00%
Holdings
996
Medium risk
$5,000
IJH
This strategy tracks a market-cap-weighted index of mid-cap US companies. This strategy offers targeted exposure to the growth potential of mid-sized businesses within the US market. With a diversified portfolio of holdings, it provides investors with a comprehensive approach to capturing the mid-cap segment's performance.
Top Sector
Industrials
Top Holdings
Return
Expense Ratio
0.00%
Holdings
400
High risk
$9,100
IJR
This strategy tracks a market-cap-weighted index of primarily small-cap US stocks, representing a small portion of the total market. This strategy focuses on the growth potential of smaller companies, offering investors targeted exposure to this dynamic segment of the US equity market. With a diversified portfolio of holdings it provides a broad approach to small-cap investing.
Top Sector
Financials
Top Holdings
Return
Expense Ratio
0.00%
Holdings
596