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Home > Institutional Investor > Independent Order Of Foresters > Profile

Instuitional Investor - Independent Order Of Foresters

Fund Profile
Filing Period:
Fund Name: Independent Order Of Foresters
Portfolio Value $148,508,549
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 672,744 $86,528,333 58.26%
2.
Vanguard Total Stock Mkt Etf
 213,865 $61,980,216 41.73%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)