Tracks the performance of a fundamentally weighted index of U.S. stocks. Selects and weights companies based on factors like sales, cash flow, and dividends. Now — the numbers.
The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.
It paid $0.45 per share over the last 12 months, with payments going back years without a break — regular cash for whoever holds the stock.
The price action doesn’t yet back an upward turn.
We grade companies — revenue, margins, balance sheets. This is a fund, so there is no report card to give. That is not a low grade; it is a different kind of thing.
One-line summary: a basket, not a business. Judge it by what it holds.