Uptrend on the daily chart: above its 50- and 200-day averages · 50-day above the 200-day · SuperTrend up since Sep 21 · above the Ichimoku cloud · RSI 54 · MACD above its signal · 2% below its 52-week high
None of the 29 investors followed here reported a position in DEMZ 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 DEMZ 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
Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of large capitalization companies. The fund may from time to time invest a significant portion of its assets in the securities of companies in one or more economic sectors.
No recent headlines.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.1 | -1.8 | -6.0 | 9.6 | 4.2 | 4.0 | -2.0 | 2.5 | 1.3 | 0.6 | +14.5% | ||
| 2025 | 3.3 | -2.4 | -5.6 | 0.4 | 7.9 | 5.2 | 2.1 | 1.3 | 3.7 | 3.3 | -1.1 | -0.1 | +18.7% |
| 2024 | 3.3 | 6.4 | 2.6 | -5.3 | 5.8 | 3.3 | 0.9 | 2.1 | 1.8 | -2.4 | 6.4 | -3.7 | +22.2% |
| 2023 | 7.6 | -2.5 | 1.8 | -0.2 | -0.2 | 6.8 | 3.4 | -0.9 | -5.0 | -1.7 | 9.9 | 3.0 | +23.3% |
| 2022 | -7.8 | -4.1 | 3.5 | -8.5 | 0.6 | -7.7 | 9.8 | -3.6 | -10.2 | 8.7 | 7.0 | -6.6 | −19.8% |
| 2021 | -2.5 | 5.7 | 4.1 | 6.4 | 1.8 | 3.0 | 1.4 | 4.6 | -4.5 | 4.0 | 1.5 | 1.3 | +29.5% |
| 2020 | 4.7 | +4.7% |