Financial Trust ValueMomentum Leaders (S:0P00003H3G)
70.15
+1.30
(+1.88%)
USD |
May 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of June 04, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Sanmina Corp. | 3.05% | 279.22 | -1.24% |
| Amkor Technology, Inc. | 2.80% | 74.50 | -0.93% |
| ViaSat, Inc. | 2.61% | 74.19 | 6.56% |
| MYR Group, Inc. | 2.61% | 443.39 | 0.46% |
| Arrow Electronics, Inc. | 2.34% | 229.19 | -0.07% |
| Centuri Holdings, Inc. | 2.32% | 30.57 | 0.59% |
| WESCO International, Inc. | 2.32% | 367.08 | -1.99% |
| Primoris Services Corp. | 2.29% | 124.77 | -1.23% |
| Jabil, Inc. | 2.27% | 372.78 | -1.65% |
| Materion Corp. | 2.26% | 227.29 | -0.54% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |