Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘20
2026
3 4 1 52.3%
2027
3 3 0 83%
2028
3 71 68 90%
CIF
2029
MFS Intermediate High Income Fund
CIF
$30.8M
3 6 3 32.3%
2030
3 12 9 580%
2031
3 51 48 58.3%
2032
3 7 4 67.7%
2033
3 69 66 204%
2034
3 5 2 36.5%
2035
3 8 5 59.5%
DIEM icon
2036
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$23M
3 9 6 12.2%
2037
3 15 12 41.5%
2038
3 44 41 0.06%
2039
3 46 43 54.3%
2040
3 12 9 20.7%
2041
3 13 10 42.6%
2042
3 7 4 4.62%
2043
3 5 2 4.32%
2044
3 60 57 73.8%
2045
3 4 1 27.8%
2046
3 22 19 10.6%
2047
3 12 9 79.5%
2048
3 22 19 44.3%
2049
3 15 12 56.9%
2050
3 4 1 19.2%