HOM
LifeGoal Home Down Payment Inves
HOM
8,64
0,00 Bil. AUM
0,3% Expense Ratio
8,64 NAV
LifeGoal Home Down Payment Inves Profile
About LifeGoal Home Down Payment Inves
The fund is designed to assist investors in saving for a home down payment. Under normal market conditions, the fund will invest its assets within the following ranges: 60-95% of its assets in fixed income and cash and cash equivalents, 5-35% of its assets in equities, and 0-35% of its assets in a combination of underlying funds providing exposure to commodities, REITs and high yield debt securities. The adviser seeks to emphasize exposure to fixed income, in order to avoid excessive volatility of returns.
- Company
- Holdings
- 2
- CUSIP
LifeGoal Home Down Payment Inves Sectors
| Industry | Percentage |
|---|---|
| Consumer Cyclica | 22,90% |
| Industrials | 14,22% |
| Basic Materials | 10,63% |
| Financial Servic | 9,95% |
| Real Estate | 8,16% |
| Utilities | 8,12% |
| Energy | 6,78% |
| Consumer Defensi | 6,36% |
| Healthcare | 6,04% |
| Technology | 5,35% |
| Communication Se | 1,47% |
| Other | 0,02% |