WBI Power Factor Rising Divs 2500 (S:0P0001JW6R)
17.09
+0.26
(+1.52%)
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 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Pegasystems, Inc. | 4.72% | 42.96 | 1.14% |
| Archrock, Inc. | 4.59% | 35.14 | 0.69% |
| Morningstar, Inc. | 4.58% | 177.38 | 0.41% |
| Primerica, Inc. | 4.57% | 256.84 | 1.21% |
| Applied Industrial Technologies, Inc. | 4.52% | 270.95 | 0.52% |
| Yum China Holdings, Inc. | 4.50% | 47.81 | -1.14% |
| Genpact Ltd. | 4.25% | 37.63 | 0.05% |
| Mueller Industries, Inc. | 4.13% | 112.65 | -0.04% |
| Globe Life, Inc. | 3.92% | 143.76 | 0.28% |
| Autoliv, Inc. | 3.91% | 104.57 | -0.64% |
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 | -- |
| Attributes | |
| Socially Responsible Fund | -- |