SHELL PLC

TOTALENERGIES SE

TOYOTA MOTOR CORP

BANCO SANTANDER SA

BASF SE

ZURICH INSURANCE GROUP AG

HSBC HOLDINGS PLC

The fund's manager actively trades investments for the portfolio, prioritizing tax efficiency. This involves both deferring and minimizing the recognition of overall capital gains, often by using capital losses to counteract existing or anticipated profits. A significant objective is also to ensure that any gains realized are classified as long-term, thus qualifying for more favorable tax rates. Additionally, the fund concentrates its investments in equity securities of large corporations based outside the U.S., specifically in developed market countries, with the advisor selecting those deemed to be relatively undervalued.

DFIV (DFIV) Stock Price, Analysis & Trade Signals