iSectors Post-MPT Growth Allocation (S:0P0000I4QP)
64.96
+2.96
(+4.77%)
USD |
Feb 28 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 April 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 9 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| abrdn Physical Gold Shares ETF | 34.00% | 44.51 | -1.96% |
| Direxion Daily Energy Bull 2X ETF | 16.50% | 96.34 | 0.99% |
| Fidelity MSCI Financials Index ETF | 15.80% | 70.48 | 0.43% |
| ProShares Ultra Technology | 10.80% | 81.99 | 1.45% |
| Vanguard Utilities Index Fund ETF | 7.20% | 200.14 | 0.59% |
| Fidelity Wise Origin Bitcoin Fund | 5.00% | 58.36 | -1.68% |
| Vanguard Energy Index Fund ETF | 3.10% | 168.06 | 0.76% |
| Fidelity MSCI Information Technology Index ETF | 3.10% | 212.53 | 0.86% |
| Vanguard Real Estate Index Fund ETF | 2.50% | 90.23 | 1.36% |
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 | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |