Conservative Income Fund
Income · Low Risk
Current NAV
$12.8000
Return
+0.00%
Overview
LowNAV
$12.80
1Y Return
+0.00%
Min
$500
Fee
0.55%
Low-risk fund focused on generating stable income through dividends
Performance
Holdings Breakdown
Technology
Tesla, Apple, Microsoft
45.2%
Energy
Renewable energy
28.7%
Automotive
EV manufacturers
26.1%
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Plan Details
Type
Mutual_fund
Category
Income
Expense Ratio
0.55%
Assets
$4,500,000
Recent Activity
No activity