None of the 29 investors followed here reported a position in LRND 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 LRND 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 | -0.3 | -3.1 | -5.6 | 13.6 | 8.3 | -3.6 | 2.0 | 3.2 | 2.9 | 1.9 | +19.5% | ||
| 2025 | 4.1 | -2.9 | -6.9 | -1.2 | 6.3 | 6.9 | 2.8 | 2.2 | 4.9 | 3.6 | -0.4 | -0.7 | +19.4% |
| 2024 | 2.3 | 5.3 | 3.0 | -5.3 | 4.3 | 5.4 | -1.1 | 1.0 | 1.8 | -1.1 | 4.1 | -0.5 | +20.5% |
| 2023 | 8.8 | -1.9 | 7.9 | 0.2 | 5.6 | 5.8 | 3.6 | -1.1 | -4.7 | -2.7 | 9.7 | 5.6 | +42.2% |
| 2022 | 4.1 | -10.8 | 0.5 | -8.5 | 8.4 | -4.9 | -9.8 | 5.6 | 5.9 | -7.2 | −17.6% |
The index uses a screening process to exclude companies in sectors where R&D investments have historically had less impact on a company’s performance, and to identify companies that have exhibited a strong commitment for long term growth by reinvesting in R&D. The fund will, under normal circumstances, invest at least 80% of its assets in securities of U.S. large-capitalization issuers determined to be R&D Leaders. The fund is non-diversified.