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World Funds Trust - SIM U.S. Core Managed Volatility Fund (SIMUX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.19
-0.03
(-0.23%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Overall Portfolio Composition (%)
Cash
20.45%
Stocks
79.55%
Bonds
0.00%
Others
0.00%
Preferred
0.00%
Convertable
0.00%
Sector Weightings (%)
Sector(s)
SIMUX
Basic Materials
2.05%
Consumer Cyclical
13.40%
Financial Services
12.17%
Real Estate
1.05%
Consumer Defensive
9.28%
Healthcare
14.73%
Utilities
1.47%
Communication Services
7.77%
Energy
1.35%
Industrials
12.34%
Technology
24.41%
Equity Holdings
Average
SIMUX
Category Average
Price/Earnings
23.76
0.04
Price/Book
4.39
0.21
Price/Sales
2.14
0.4
Price/Cashflow
13.13
0.06
Median Market Cap
120,548.07
335,222.28
3 Year Earnings Growth
18.45
21.25
Bond Holdings
Average
SIMUX
Category Average
Maturity
N/A
N/A
Duration
N/A
4.6
Credit Quality
N/A
N/A
Bond Ratings
Sector(s)
SIMUX
US Government
0.00%
AAA
0.00%
AA
0.00%
A
0.00%
BBB
0.00%
BB
0.00%
B
0.00%
Below B
0.00%
Others
0.00%
Top 4 Holdings (100.00% of Total Assets)
Get Quotes for Top Holdings
Name
Symbol
% Assets
DFA US Hi Relatv Profitability Instl
DURPX
36.60%
DFA US Large Company I
DFUSX
29.94%
Federated Hermes Instl Prime Obl IS
POIXX
19.87%
DFA US Core Equity 2 I
DFQTX
13.59%
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