None of the 29 investors followed here reported a position in AFDM in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a AFDM trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.1 | 3.2 | -6.9 | 5.3 | 0.3 | 0.4 | 4.5 | 1.3 | -3.5 | -0.3 | +10.1% | ||
| 2025 | 3.8 | 2.9 | 1.3 | 3.1 | 4.7 | 1.6 | -1.4 | 5.5 | 1.2 | 1.0 | 1.8 | 2.1 | +31.0% |
| 2024 | 0.4 | 1.5 | 3.0 | -2.6 | 5.2 | -3.4 | 4.3 | 2.6 | -1.1 | -4.5 | -0.5 | -3.9 | +0.4% |
| 2023 | 5.9 | -3.3 | 3.3 | 2.2 | -3.1 | 2.7 | 3.3 | -2.8 | -3.2 | -3.3 | 7.9 | 5.5 | +15.1% |
| 2022 | -7.4 | -4.0 | 0.4 | -6.7 | -0.1 | -12.1 | 6.8 | -7.8 | -12.4 | 6.0 | 11.7 | -2.8 | −27.3% |
| 2021 | -1.4 | 1.5 | 1.6 | 4.1 | 3.7 | 0.0 | 3.7 | 2.2 | -7.7 | 5.2 | -1.8 | 2.4 | +13.6% |
| 2020 | -3.2 | -8.7 | -14.2 | 7.2 | 6.2 | 3.2 | 3.0 | 4.3 | -1.4 | -3.5 | 10.4 | 6.9 | +7.4% |
| 2019 | 8.7 | 1.6 | -0.4 | 3.1 | -6.4 | 4.3 | -2.2 | -2.2 | 2.6 | 3.4 | 1.3 | 2.9 | +17.0% |
| 2018 | 5.8 | -4.7 | -1.0 | 0.4 | -0.5 | -4.1 | 2.7 | -2.2 | 0.4 | -10.1 | -1.6 | -6.2 | −20.0% |
| 2017 | 2.4 | 1.4 | 3.6 | 3.4 | 3.4 | -0.4 | 3.2 | -0.3 | 1.9 | 1.8 | -0.7 | 0.5 | +22.0% |
| 2016 | 1.5 | -4.0 | 4.3 | 0.7 | 1.4 | -3.0 | -0.4 | 2.8 | +3.0% |
The fund will seek to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in the equity securities of international developed market companies listed and traded on U.S. and non-U.S. exchanges. It will pursue its investment objective by investing in equity securities that may include common stock and depositary receipts (including American Depositary Receipts (“ADRs”), European Depositary Receipts (“EDRs”), Canadian Depositary Receipts (“CDRs”) and Global Depositary Receipts (“GDRs”)).
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