This investment vehicle is designed to assist individuals in accumulating funds for a home down payment. Under typical market conditions, its portfolio is strategically diversified: between 60% and 95% of its capital is allocated to fixed-income instruments and highly liquid cash equivalents. A smaller segment, ranging from 5% to 35%, is invested in equity securities. Additionally, up to 35% of its assets may be channeled into underlying funds that offer exposure to commodities, real estate investment trusts (REITs), and higher-yielding debt. The fund's manager intentionally prioritizes a significant allocation to fixed income, aiming to mitigate sharp fluctuations in returns.

Dominion Energy, Inc.

Consumer Cyclical

Industrials

Basic Materials

Financial Services

Real Estate

Utilities

Energy

Consumer Defensive

Healthcare

Technology

LifeGoal Home Down Payment Investment ETF

HOM Holdings & Sector Breakdown

HOM Holdings & Sector Breakdown