None of the 29 investors followed here reported a position in USMC 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 USMC 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 | -1.1 | -1.0 | -4.0 | 9.5 | 5.5 | -0.2 | -0.0 | 2.8 | 0.6 | 1.7 | +14.0% | ||
| 2025 | 3.1 | -1.7 | -6.7 | -0.1 | 5.8 | 4.2 | 0.7 | 3.0 | 5.1 | 1.7 | -0.5 | -0.8 | +14.0% |
| 2024 | 2.7 | 5.5 | 1.4 | -4.1 | 4.7 | 5.2 | -0.8 | 4.1 | 1.7 | -0.4 | 6.2 | -0.5 | +28.4% |
| 2023 | 5.3 | -1.1 | 6.0 | 1.6 | 2.2 | 5.6 | 3.4 | -0.3 | -4.8 | -2.8 | 8.8 | 3.2 | +29.7% |
| 2022 | -4.1 | -3.5 | 4.0 | -7.6 | 0.4 | -7.5 | 8.1 | -5.6 | -9.6 | 6.9 | 6.2 | -6.0 | −18.6% |
| 2021 | -1.4 | 0.3 | 4.7 | 4.1 | 0.7 | 2.7 | 2.8 | 2.7 | -3.9 | 6.3 | -1.3 | 4.7 | +24.2% |
| 2020 | 0.5 | -8.8 | -9.6 | 12.1 | 3.0 | 0.4 | 4.3 | 8.8 | -3.2 | -4.7 | 9.5 | 3.6 | +14.0% |
| 2019 | 6.1 | 3.7 | 1.7 | 2.6 | -5.2 | 6.6 | 0.8 | -1.3 | 1.5 | 1.1 | 3.3 | 2.0 | +24.7% |
| 2018 | 4.9 | -3.4 | -4.2 | -0.5 | 1.8 | 1.7 | 3.4 | 3.0 | 1.5 | -5.0 | 2.4 | -8.9 | −4.4% |
| 2017 | 1.9 | 2.6 | +4.6% |
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies with very large ("mega") market capitalizations at the time of purchase. For this fund, companies with mega capitalizations are those with market capitalizations in the top 50th percentile of the S&P 500 Index at the time of purchase. The fund is non-diversified.