ML
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MDP LOW VOLATILITY FUND | MDPMXMutual Fund | |
MDP LOW VOLATILITY FUND | |
Last update 2024-09-30 | 1 Stocks (0 new) |
Value $1.00 Mil | Turnover 0 % |
Portfolio Report |
MDP LOW VOLATILITY FUND Top Holdings of 2024-07-31
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MDP LOW VOLATILITY FUND's Historical Top Holdings Breakdowns
MDP LOW VOLATILITY FUND's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 2024-07-31 | Reduce | -5.63% | 505.03 ($538.82) 564.86 | $596.21 | 10.65% | Reduce -5.63% | 1,675 | -100 | |
SPY | S&P 500 ETF TRUST ETF | 2024-04-30 | Reduce | -1.39% | 482.88 ($508.06) 523.17 | $596.21 | 17.35% | Reduce -1.39% | 1,775 | -25 | |
SPY | S&P 500 ETF TRUST ETF | 2023-01-31 | Add | +5.56% | 367.91 ($389.61) 404.93 | $596.21 | 53.03% | Add 5.88% | 1,800 | 100 |
MDP LOW VOLATILITY FUND Total Holding History ($B)
MDP LOW VOLATILITY FUND's Asset Allocation
MDP LOW VOLATILITY FUND Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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MDP LOW VOLATILITY FUND's Hypothetical Growth since 2024-07-31
MDP LOW VOLATILITY FUND's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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MDP LOW VOLATILITY FUND's Holdings Heat Map
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MDP LOW VOLATILITY FUND's Holdings Bubble Chart
MDP LOW VOLATILITY FUND News
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