E Trade Trust
About this Fund
E Trade Trust is a renowned mutual fund company that has been at the forefront of providing expert asset management and investment solutions to a wide range of investors. With a strong focus on wealth management, the company offers a diverse portfolio of mutual funds that cater to various investment objectives and risk profiles. Investors can choose from a broad spectrum of funds, including equity, debt, hybrid, and money market funds, each carefully designed to meet specific investment needs. For instance, equity funds are ideal for those seeking long-term growth, while debt funds provide a relatively stable source of income. Hybrid funds, on the other hand, offer a balanced approach, combining the benefits of both equity and debt investments. The company's systematic investment plan, or SIP, allows investors to invest a fixed amount of money at regular intervals, promoting disciplined investing and helping to reduce market volatility. E Trade Trust's investment approach is centered around a deep understanding of the markets and a commitment to delivering superior returns to its investors. The company's team of experienced fund managers and research analysts work tirelessly to identify opportunities and mitigate risks, ensuring that each mutual fund is carefully crafted to achieve its investment objectives. With a strong emphasis on transparency and accountability, E Trade Trust provides investors with regular updates on their portfolio performance, enabling them to make informed decisions about their investments. The company's investor-centric approach has earned it the trust of countless investors, who appreciate the personalized service and expert guidance provided by the company's dedicated team. By leveraging its expertise in asset management and investment, E Trade Trust has established itself as a trusted partner for individuals, institutions, and financial advisors seeking to achieve their investment goals. The company's key strengths lie in its ability to offer a wide range of mutual funds that cater to diverse investment needs, its commitment to research-driven investing, and its focus on building long-term relationships with its investors. E Trade Trust's mutual funds are designed to be flexible and adaptable, allowing investors to adjust their portfolios as their investment objectives evolve over time. Moreover, the company's wealth management services are tailored to meet the unique needs of each investor, providing a comprehensive approach to investment planning and portfolio management. As a result, investors trust E Trade Trust to manage their investments, knowing that their assets are in the hands of experienced professionals who are dedicated to delivering exceptional results. With its strong reputation, extensive range of mutual funds, and commitment to investor satisfaction, E Trade Trust has become a leading player in the mutual fund industry, serving as a trusted guide for investors navigating the complex world of investment and asset management.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | T AT&T INC Since 2026-05-10 | 00206RKD3 | Debt |
0.29%
|
$0.08 | 114,000 |
| 2 | T AT&T INC Since 2026-05-10 | 00206RKE1 | Debt |
0.28%
|
$0.08 | 122,000 |
| 3 | ABBV ABBVIE INC Since 2026-05-10 | 00287YDX4 | Debt |
0.27%
|
$0.08 | 79,000 |
| 4 | AMZN AMAZON.COM INC Since 2026-05-10 | 023135BF2 | Debt |
0.68%
|
$0.19 | 214,000 |
| 5 | AMGN AMGEN INC Since 2026-05-10 | 031162CY4 | Debt |
0.28%
|
$0.08 | 132,000 |
| 6 | AZO AUTOZONE INC Since 2026-05-10 | 053332AV4 | Debt |
0.24%
|
$0.07 | 68,000 |
| 7 | AVGO BROADCOM INC Since 2026-05-10 | 11135FCX7 | Debt |
0.53%
|
$0.15 | 155,000 |
| 8 | CSCO CISCO SYSTEMS INC Since 2026-05-10 | 17275RBV3 | Debt |
0.29%
|
$0.08 | 89,000 |
| 9 | C CITIGROUP INC Since 2026-05-10 | 172967ML2 | Debt |
0.30%
|
$0.09 | 92,000 |
| 10 | C CITIGROUP INC Since 2026-05-10 | 172967MS7 | Debt |
0.30%
|
$0.09 | 94,000 |
| 11 | C CITIGROUP INC Since 2026-05-10 | 172967PF2 | Debt |
0.69%
|
$0.20 | 192,000 |
| 12 | CFG CITIZENS FINANCIAL GROUP Since 2026-05-10 | 174610BJ3 | Debt |
0.54%
|
$0.16 | 152,000 |
| 13 | ENB ENBRIDGE INC Since 2026-05-10 | 29250NBX2 | Debt |
0.31%
|
$0.09 | 84,000 |
| 14 | EQIX EQUINIX INC Since 2026-05-10 | 29444UBH8 | Debt |
0.75%
|
$0.22 | 238,000 |
| 15 | FITB FIFTH THIRD BANCORP Since 2026-05-10 | 316773DL1 | Debt |
0.40%
|
$0.11 | 109,000 |
| 16 | FISV FISERV INC Since 2026-05-10 | 337738AR9 | Debt |
0.38%
|
$0.11 | 110,000 |
| 17 | GIS GENERAL MILLS INC Since 2026-05-10 | 370334DB7 | Debt |
0.39%
|
$0.11 | 110,000 |
| 18 | KMI KINDER MORGAN INC Since 2026-05-10 | 49456BAQ4 | Debt |
0.39%
|
$0.11 | 121,000 |
| 19 | NTR NUTRIEN LTD Since 2026-05-10 | 67077MBA5 | Debt |
0.17%
|
$0.05 | 49,000 |
| 20 | EQNR EQUINOR ASA Since 2026-05-10 | 85771PAL6 | Debt |
0.15%
|
$0.04 | 50,000 |
| 21 | SYY SYSCO CORPORATION Since 2026-05-10 | 871829BD8 | Debt |
0.47%
|
$0.13 | 155,000 |
| 22 | VZ VERIZON COMMUNICATIONS Since 2026-05-10 | 92343VFR0 | Debt |
0.72%
|
$0.21 | 233,000 |
| 23 | WFC WELLS FARGO & COMPANY Since 2026-05-10 | 95000U2J1 | Debt |
0.30%
|
$0.09 | 93,000 |
| 24 | WFC WELLS FARGO & COMPANY Since 2026-05-10 | 95000U2Z5 | Debt |
0.26%
|
$0.07 | 87,000 |