- What are the top holdings of IUSA?
- A machine-readable holdings disclosure for Amberwave Invest USA JSG Fund (IUSA) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does IUSA invest in?
- Amberwave Invest USA JSG Fund (IUSA) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is IUSA most exposed to?
- IUSA's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is IUSA a US-only fund?
- The country allocation card on this page shows IUSA's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does IUSA invest in?
- Under normal market conditions, the Adviser seeks to achieve the fund’s investment objective by investing in the equity securities of U.S. companies in the S&P 500 that the Adviser determines score highly on the Adviser’s proprietary jobs, security and growth (JSG) scoring methodology, while also seeking to outperform the broad equity market. The fund, however, does typically maintain a portion of its assets in cash, typically 1 to 3%.
