MAIN (MAIN STREET CAPITAL CORP)

Investment Companies, Investment Companies, Financial



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Portfolios in the same sector - sorted by percentage allocation

The Sizemore Capital Dividend Growth Portfolio invests in dividend-paying stocks, REITS, MLPS, and other income-producing securities with the primary objective of generating a high and growing income stream that will outpace inflation over time, and a secondary objective of long-term capital gains.

Strategy
Stocks
Sharpe ratio
0.09 365 days
Performance
2.9% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

The WMA Top Picks portfolio is an investment solution for those wishing to avoid very crowded, passive index tracking strategies. Our selection of companies emanates from a fundamental ranking methodology of over 4,000 firms which are categorized according to three thematics – Growth, Value, and Yield. A weekly relative price trend indicator for each stock is overlaid upon the fundamental framework to ensure our holdings remain oriented in the right direction. The strategy objective is to outperform the Russell 3000, in both bull and bear markets, and produce long-term capital appreciation.

Strategy
Stocks
Sharpe ratio
0.28 365 days
Performance
3.8% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Vista Investment Management employs a Core Equity strategy. The primary objective is growth of capital with a moderate level of risk. The model portfolio is highly diversified and has exposure to virtually all major equity sectors.

Strategy
Stocks
Sharpe ratio
0.87 365 days
Performance
12.7% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

The Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap value stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
IB Smart Beta
Sharpe ratio
0.77 365 days
Performance
11.2% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

The Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap growth stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost. Stocks are compared against their sector peers, and those with attractive growth ratios receive higher allocations.

Strategy
IB Smart Beta
Sharpe ratio
1.14 365 days
Performance
15.6% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min



Important Information

  1. Past performance is no guarantee of future results.
  2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.
  3. Benchmark returns have been calculated by IB Asset Management using a time-weighted calculation of daily index valuations.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.