| Member | Buys | Sells | Est. net | Last move |
|---|---|---|---|---|
| Richard Dean Dr McCormick GA06 | 3 | 1 | +$16.0K | Trimmed Jun 12, 26 |
| Traded | Member | Owner | Type | Amount | Filed | Report |
|---|---|---|---|---|---|---|
| Jun 12, 26 | Richard Dean Dr McCormick GA06 | Self | Sell (part) | $1,001 - $15,000 | Jul 9, 26 (27d) | |
| Mar 19, 26 | Richard Dean Dr McCormick GA06 | Self | Buy | $1,001 - $15,000 | Apr 7, 26 (19d) | |
| Mar 19, 26 | Richard Dean Dr McCormick GA06 | Self | Buy | $1,001 - $15,000 | Apr 7, 26 (19d) | |
| Mar 15, 23 | Richard Dean Dr McCormick GA06 | Self | Buy | $1,001 - $15,000 | Sep 17, 25 (917d) |
From the House's STOCK Act reports (Senate not included). 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 | -1.7 | -4.7 | -5.0 | 14.3 | 8.7 | -3.7 | -1.8 | 4.1 | 3.1 | 1.5 | +14.0% | ||
| 2025 | 1.4 | -2.8 | -8.7 | 2.1 | 9.2 | 6.3 | 3.9 | 0.9 | 4.8 | 4.5 | -1.5 | -0.4 | +20.2% |
| 2024 | 2.5 | 6.8 | 0.9 | -4.6 | 6.9 | 7.4 | -2.3 | 2.5 | 2.3 | -0.6 | 6.3 | 1.0 | +32.3% |
| 2023 | 10.7 | -1.5 | 8.9 | 1.8 | 6.1 | 6.6 | 3.2 | -0.7 | -6.0 | -1.1 | 11.6 | 3.6 | +50.8% |
| 2022 | -8.7 | -5.3 | 4.3 | -13.2 | -2.5 | -8.7 | 13.5 | -5.3 | -10.7 | 3.8 | 4.5 | -9.0 | −34.0% |
| 2021 | -1.0 | 0.2 | 2.4 | 7.2 | -1.5 | 5.9 | 3.5 | 3.8 | -5.6 | 8.2 | 0.9 | 1.6 | +28.0% |
| 2020 | 3.5 | -6.2 | -10.1 | 15.0 | 6.5 | 5.1 | 7.7 | 11.4 | -5.4 | -3.4 | 9.7 | 3.8 | +39.9% |
| 2019 | 8.8 | 3.4 | 3.3 | 4.7 | -6.6 | 6.5 | 2.4 | -0.4 | 0.4 | 2.3 | 4.2 | 3.0 | +36.1% |
| 2018 | 7.4 | -2.8 | -3.4 | 0.4 | 4.6 | 0.9 | 2.6 | 4.7 | 0.3 | -8.8 | -0.1 | -8.4 | −3.9% |
| 2017 | 3.6 | 4.7 | 1.2 | 2.4 | 3.0 | -0.9 | 2.6 | 1.3 | 0.6 | 3.0 | 2.5 | 0.7 | +27.8% |
| 2016 | -5.6 | -0.6 | 6.6 | -0.8 | 2.2 | -1.0 | 4.7 | -0.3 | 0.4 | -2.2 | 1.0 | 0.9 | +4.9% |
| 2015 | -1.4 | 6.3 | -2.1 | 0.1 | 1.5 | -2.1 | 3.5 | -6.5 | -3.1 | 9.8 | 0.2 | -2.9 | +2.2% |
| 2014 | -3.4 | 5.3 | -1.8 | 0.6 | 3.6 | 1.8 | -1.3 | 4.4 | -1.7 | 2.8 | 3.1 | -1.4 | +12.1% |
| 2013 | 3.9 | 0.8 | 3.3 | 1.8 | 1.7 | -2.8 | 5.5 | -1.6 | 4.5 | 4.9 | 2.6 | 2.9 | +30.7% |
| 2012 | 5.9 | 4.8 | 3.5 | -0.3 | -6.2 | 2.9 | 1.8 | 3.2 | 1.7 | -3.3 | 2.0 | -1.2 | +15.3% |
| 2011 | 1.9 | 2.4 | -0.4 | 3.1 | -0.8 | -1.7 | -0.3 | -5.1 | -7.1 | 11.4 | -0.1 | -0.7 | +1.7% |
| 2010 | -4.6 | 3.6 | 5.3 | 1.2 | -8.7 | -5.8 | 7.6 | -5.0 | 10.2 | 5.4 | 0.2 | 4.9 | +13.0% |
| 2009 | -4.9 | -7.3 | 7.3 | 9.1 | 4.9 | 0.9 | 7.0 | 1.8 | 3.8 | -1.0 | 6.3 | 2.2 | +32.9% |
| 2008 | -7.6 | -1.4 | -0.4 | 5.3 | 3.2 | -7.1 | -0.9 | 1.4 | -10.7 | -16.7 | -8.5 | 0.5 | −36.9% |
| 2007 | — |
The fund employs an indexing investment approach designed to track the performance of the index. The index is a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization growth stocks in the United States. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.