Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Insight Wealth Strategies

Latest statistics and disclosures from Insight Wealth Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPMO, LVHI, DYNF, CVX, VCLT, and represent 16.98% of Insight Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: USHY (+$22M), BCI (+$20M), VMBS (+$18M), IGLB (+$18M), IGV (+$11M), LVHI (+$8.6M), BUG (+$8.5M), GARP (+$7.6M), LYFT (+$6.2M), ZD (+$5.8M).
Started 22 new stock positions in GPIQ, IGV, XOM, SCHO, VUG, IALT, LYFT, USHY, IGLB, BUG. VMBS, ZD, BCI, PINS, SGOV, TVTX, VSEC, PGY, IGOV, CSHI, SHYG, SHEL.
Reduced shares in these 10 stocks: VRP (-$23M), , KRE (-$17M), XMMO (-$13M), IHE (-$12M), RNG (-$12M), TFLR (-$8.8M), DOCN (-$8.1M), IDMO (-$8.0M), IEMG (-$7.8M).
Sold out of its positions in APP, Exxon Mobil Corporation, VRP, GHYG, EFV, STIP, KN, LOW, PEP, VGMS. WM, WFRD.
Insight Wealth Strategies was a net seller of stock by $-5.4M.
Insight Wealth Strategies has $1.0B in assets under management (AUM), dropping by -1.32%.
Central Index Key (CIK): 0001749914

Tip: Access up to 7 years of quarterly data

Positions held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 192 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.7	$37M	+14%	247k	151.58	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	3.7	$37M	+30%	885k	41.71	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.3	$34M		487k	69.26	View chart
Chevron Corporation (CVX)	3.3	$33M	-5%	162k	204.21	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	3.0	$31M	+6%	446k	68.50	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	2.9	$30M	-12%	576k	51.29	View chart
Ishares Tr Msci Us Garp Etf (GARP)	2.9	$29M	+34%	345k	85.26	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	2.9	$29M	+2%	1.1M	25.59	View chart
Ishares Tr Msci Usa Value (VLUE)	2.7	$27M	-8%	139k	198.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.5	$26M	+4%	330k	77.78	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	2.3	$23M	+2%	309k	74.01	View chart
Ishares Tr Broad Usd High (USHY)	2.2	$22M	NEW	626k	35.72	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.1	$21M		387k	53.75	View chart
Lam Research Corp Com New (LRCX)	2.0	$20M		61k	328.51	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	1.9	$20M	NEW	762k	25.87	View chart
T Rowe Price Exchange-traded Floating Rate (TFLR)	1.9	$19M	-31%	384k	50.50	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.7	$18M	NEW	398k	44.41	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	1.7	$18M	NEW	385k	45.66	View chart
Apple (AAPL)	1.6	$16M		47k	333.02	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	1.5	$16M	-33%	255k	61.04	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$15M		126k	117.77	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.3	$13M	-8%	67k	195.75	View chart
Tidal Trust I Unlimited Hfgm (HFGM)	1.2	$12M	+3%	389k	31.34	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	1.1	$11M	-25%	567k	20.17	View chart
Ishares Tr Expanded Tech (IGV)	1.1	$11M	NEW	107k	106.48	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	1.0	$11M		253k	41.68	View chart
Microsoft Corporation (MSFT)	1.0	$10M		20k	512.91	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$9.5M	-45%	117k	81.16	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.9	$9.2M		9.9k	922.33	View chart
Kla Corp Com New (KLAC)	0.9	$8.7M		45k	194.93	View chart
NVIDIA Corporation (NVDA)	0.9	$8.7M	-2%	38k	228.38	View chart
Global X Fds Cybrscurty Etf (BUG)	0.8	$8.5M	NEW	185k	46.18	View chart
Fortinet (FTNT)	0.8	$8.0M	-22%	45k	178.76	View chart
NetApp (NTAP)	0.8	$8.0M		38k	210.08	View chart
Merck & Co (MRK)	0.8	$7.9M		54k	145.31	View chart
Biogen Idec (BIIB)	0.8	$7.7M		34k	225.88	View chart
Incyte Corporation (INCY)	0.8	$7.7M		63k	121.35	View chart
Amazon (AMZN)	0.7	$7.5M		30k	249.15	View chart
Stanley Black & Decker (SWK)	0.7	$7.4M		83k	88.59	View chart
AmerisourceBergen (COR)	0.7	$7.3M		24k	300.24	View chart
Motorola Solutions Com New (MSI)	0.7	$7.3M		16k	445.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$7.0M		21k	344.07	View chart
Devon Energy Corporation (DVN)	0.7	$6.9M	+2%	149k	46.04	View chart
Comfort Systems USA (FIX)	0.7	$6.7M	-12%	4.1k	1654.03	View chart
W.W. Grainger (GWW)	0.7	$6.7M		5.4k	1245.81	View chart
Illumina (ILMN)	0.7	$6.7M	-25%	25k	273.68	View chart
Teradyne (TER)	0.7	$6.7M	+2%	17k	400.90	View chart
Broadcom (AVGO)	0.7	$6.7M	+3%	19k	351.18	View chart
Century Aluminum Company (CENX)	0.7	$6.7M	+29%	185k	35.98	View chart
Regeneron Pharmaceuticals (REGN)	0.6	$6.5M		8.6k	758.24	View chart
Cdw (CDW)	0.6	$6.5M		50k	128.16	View chart
Popular Com New (BPOP)	0.6	$6.5M		42k	155.45	View chart
Qualcomm (QCOM)	0.6	$6.4M	+16%	35k	184.04	View chart
CF Industries Holdings (CF)	0.6	$6.4M		56k	115.20	View chart
Constellation Energy (CEG)	0.6	$6.3M		25k	254.02	View chart
Lyft Cl A Com (LYFT)	0.6	$6.2M	NEW	415k	15.01	View chart
Home Depot (HD)	0.6	$6.2M		22k	284.49	View chart
Huntington Ingalls Inds (HII)	0.6	$6.1M	+2%	23k	267.07	View chart
Centene Corporation (CNC)	0.6	$6.1M		99k	62.12	View chart
J Global (ZD)	0.6	$5.8M	NEW	103k	56.69	View chart
Flex Ord (FLEX)	0.6	$5.7M	+84%	52k	109.99	View chart
Travere Therapeutics (TVTX)	0.6	$5.7M	NEW	97k	58.88	View chart
Baker Hughes Company Cl A (BKR)	0.6	$5.7M	+2%	103k	54.90	View chart
Advanced Micro Devices (AMD)	0.6	$5.6M		9.1k	611.76	View chart
Arrow Electronics (ARW)	0.5	$5.3M		23k	227.00	View chart
Bwx Technologies (BWXT)	0.5	$5.1M	+20%	38k	137.00	View chart
Astrana Health Com New (ASTH)	0.5	$5.0M	-2%	140k	35.57	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$4.9M		6.5k	762.65	View chart
Pinterest Cl A (PINS)	0.5	$4.9M	NEW	259k	18.89	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$4.7M	+2%	159k	29.50	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$4.5M	+3%	89k	51.05	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$4.5M		44k	102.18	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.4	$4.5M	+2%	94k	48.03	View chart
Pagaya Technologies Cl A New (PGY)	0.4	$4.4M	NEW	256k	17.32	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$4.4M	+3%	50k	89.62	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$4.4M	+3%	44k	101.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.4M		13k	340.74	View chart
VSE Corporation (VSEC)	0.4	$4.3M	NEW	26k	164.70	View chart
Ultra Clean Holdings (UCTT)	0.4	$4.2M	+7%	51k	81.06	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$4.1M	+3%	87k	47.36	View chart
JPMorgan Chase & Co. (JPM)	0.4	$4.0M		12k	330.83	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.4	$3.6M		42k	85.42	View chart
Blue Bird Corp (BLBD)	0.4	$3.6M		64k	55.50	View chart
Cardinal Health (CAH)	0.3	$3.4M		15k	222.49	View chart
Liquidia Corporation Com New (LQDA)	0.3	$3.2M	-13%	107k	30.26	View chart
Old Republic International Corporation (ORI)	0.3	$3.2M		87k	37.31	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$3.2M	+2%	36k	89.31	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$2.7M	-4%	60k	45.84	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$2.3M	NEW	14k	162.75	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	0.2	$2.3M		39k	58.45	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.2M	-21%	2.9k	739.65	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$1.7M		18k	97.44	View chart
Pacer Fds Tr Swan Sos Mod Jan (PSMD)	0.2	$1.6M	+16%	47k	35.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.6M	-11%	2.1k	765.97	View chart
Ea Series Trust Rela Sen Tac Etf (MOOD)	0.2	$1.6M	+12%	36k	44.57	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$1.6M		5.0k	317.31	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.2	$1.6M	NEW	53k	29.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.5M	-7%	6.6k	222.24	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$1.4M	+3%	29k	47.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.3M	-9%	13k	103.89	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$1.2M	+8%	53k	23.00	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$1.2M	+65%	22k	55.83	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.1	$1.2M	-14%	44k	26.62	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.1	$1.2M		12k	101.18	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.0M		24k	43.30	View chart
Tesla Motors (TSLA)	0.1	$991k		2.8k	354.81	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$948k		4.9k	193.76	View chart
Palantir Technologies Cl A (PLTR)	0.1	$911k	-2%	4.9k	187.05	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$898k		12k	75.39	View chart
Wisdomtree Tr Infla Plus Fd (WTIP)	0.1	$836k	+15%	23k	37.04	View chart
Meta Platforms Cl A (META)	0.1	$826k	+6%	1.1k	725.35	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$825k	-93%	5.6k	146.76	View chart
Visa Com Cl A (V)	0.1	$810k		2.3k	359.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$794k		1.1k	700.83	View chart
Bny Mellon Etf Trust Global Infrasctr (BKGI)	0.1	$763k	-45%	18k	41.93	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$728k		3.9k	186.28	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$712k	NEW	14k	49.71	View chart
Targa Res Corp (TRGP)	0.1	$690k		2.6k	270.28	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$684k		29k	23.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$632k		4.6k	136.05	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$625k		5.0k	125.27	View chart
TJX Companies (TJX)	0.1	$610k		4.6k	132.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$595k	+3%	1.2k	497.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$591k		4.2k	142.25	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$569k		20k	28.84	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$514k		5.4k	94.43	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$483k		3.2k	152.06	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$476k	-16%	781.00	608.78	View chart
Ies Hldgs (IESC)	0.0	$475k	+100%	1.5k	321.08	View chart
Digitalocean Hldgs (DOCN)	0.0	$438k	-94%	3.3k	133.39	View chart
Ge Aerospace Com New (GE)	0.0	$431k		1.4k	312.39	View chart
Ringcentral Cl A (RNG)	0.0	$430k	-96%	5.8k	74.71	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.0	$425k	NEW	7.3k	57.98	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.0	$424k		5.2k	81.67	View chart
Netflix (NFLX)	0.0	$419k	+2%	6.0k	69.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$412k	+43%	1.1k	380.94	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$393k	-10%	8.0k	49.20	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$386k	NEW	9.4k	41.25	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$381k		4.2k	91.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$380k	-5%	2.5k	155.18	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.0	$372k	-9%	994.00	374.31	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.0	$362k		8.8k	41.40	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$349k	NEW	8.8k	39.77	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$348k	-97%	3.5k	100.52	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$347k	+17%	14k	24.83	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.0	$346k	-9%	5.8k	59.31	View chart
Ishares Euro High Yield (EUHY)	0.0	$345k	-17%	6.6k	52.24	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.0	$341k	-12%	15k	22.24	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.0	$340k	+5%	10k	33.19	View chart
Ge Vernova (GEV)	0.0	$340k		358.00	949.17	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.0	$336k		14k	23.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$336k	-3%	1.2k	277.98	View chart
Eli Lilly & Co. (LLY)	0.0	$336k	+6%	290.00	1157.08	View chart
Coca-Cola Company (KO)	0.0	$335k	+5%	3.9k	86.07	View chart
Wec Energy Group (WEC)	0.0	$329k		3.3k	100.79	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.0	$328k	-7%	6.8k	48.44	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$328k		6.6k	49.47	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.0	$327k	NEW	3.2k	100.68	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$326k		1.4k	231.68	View chart
McKesson Corporation (MCK)	0.0	$313k		367.00	853.09	View chart
Mueller Industries (MLI)	0.0	$306k		5.1k	60.60	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$293k		3.9k	75.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$292k		3.0k	96.89	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$290k		2.0k	146.19	View chart
Bio Rad Labs Cl A (BIO)	0.0	$289k	-7%	766.00	377.71	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$285k	NEW	12k	23.86	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$282k		2.3k	123.06	View chart
Costco Wholesale Corporation (COST)	0.0	$279k	-19%	307.00	910.24	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$276k		1.5k	189.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$275k		1.1k	247.84	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.0	$271k	-98%	3.9k	69.44	View chart
Leidos Holdings (LDOS)	0.0	$263k	-94%	2.2k	121.81	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$263k	-48%	5.2k	50.39	View chart
Cisco Systems (CSCO)	0.0	$261k	-7%	2.4k	107.64	View chart
American Express Company (AXP)	0.0	$259k	-17%	851.00	303.96	View chart
Bank of America Corporation (BAC)	0.0	$254k	-19%	4.7k	54.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$247k	-33%	3.5k	70.62	View chart
Johnson & Johnson (JNJ)	0.0	$245k	+8%	925.00	264.74	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.0	$243k	+2%	29k	8.35	View chart
Shell Spon Ads (SHEL)	0.0	$242k	NEW	2.5k	95.06	View chart
Ishares Tr S&p 500 Buyw Etf (IVVW)	0.0	$240k	-58%	5.3k	45.40	View chart
Wal-Mart Stores (WMT)	0.0	$233k	-13%	2.2k	103.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$232k		7.1k	32.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$228k	-19%	6.3k	35.93	View chart
Caterpillar (CAT)	0.0	$227k	+6%	280.00	811.99	View chart
Invesco Municipal Income Opp Trust (OIA)	0.0	$226k		40k	5.73	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$212k		3.1k	68.05	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$208k	-3%	4.1k	50.47	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.0	$204k	NEW	2.3k	90.10	View chart
Texas Instruments Incorporated (TXN)	0.0	$200k	-12%	714.00	280.21	View chart
Richardson Electronics (RELL)	0.0	$177k		10k	17.73	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$118k		12k	9.95	View chart

Past Filings by Insight Wealth Strategies

SEC 13F filings are viewable for Insight Wealth Strategies going back to 2018

Insight Wealth Strategies 2026 Q3 filed Oct. 9, 2026
Insight Wealth Strategies 2026 Q2 filed July 10, 2026
Insight Wealth Strategies 2026 Q1 filed April 10, 2026
Insight Wealth Strategies 2025 Q4 filed Jan. 2, 2026
Insight Wealth Strategies 2025 Q3 filed Oct. 6, 2025
Insight Wealth Strategies 2025 Q2 filed July 7, 2025
Insight Wealth Strategies 2025 Q1 filed April 3, 2025
Insight Wealth Strategies 2024 Q4 filed Jan. 6, 2025
Insight Wealth Strategies 2024 Q3 filed Oct. 7, 2024
Insight Wealth Strategies 2024 Q2 filed July 8, 2024
Insight Wealth Strategies 2024 Q1 filed April 5, 2024
Insight Wealth Strategies 2023 Q4 filed Jan. 12, 2024
Insight Wealth Strategies 2023 Q3 filed Oct. 13, 2023
Insight Wealth Strategies 2023 Q2 filed July 14, 2023
Insight Wealth Strategies 2023 Q1 filed April 6, 2023
Insight Wealth Strategies 2022 Q4 filed Jan. 6, 2023

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z