The VL Capital Large Cap U.S. Equity Strategy passively invests in the common stock of the largest U.S. companies based on total market capitalization. The Strategy offers investors access to the largest capitalization segment in the United States equity universe. The Large Cap U.S. Equity Strategy is rebalanced on a quarterly basis.
- Invests in a basket of large capitalization U.S. stocks
- Benefits from diversification that eliminates company-specific risk
- Tax advantaged due to low turnover of positions
Performance
| Oct-19 | Nov-19 | Dec-19 | Jan-20 | Since Inception |
|---|---|---|---|---|
| 2.00% | 3.01% | 2.66% | -0.51% | 7.31% |
Key Information
| Inception Date | October 1, 2019 |
| Custodian | Interactive Brokers |
| Account Structure | Separately Managed |
Contact Us
Telephone
(407) 412-6298
General Inquiries
info@vl-capital.com
1. All returns represent past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance quoted above. Returns are representative of all fee-paying client accounts invested in the VL Capital Large Cap U.S. Equity Strategy.