MPLAWX:NASDAQ Unit Trust
m+ funds Trust 7-12 F CA – MPLAWX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 11.26 | 0.00 (0.00%) | 10.49 - 11.27 | -- |
Market data as of 12:00AM 04/01/25. Quotes are delayed by at least 15 min.
Overview - MPLAWX
The trust seeks to provide a percentage return per unit on the Maturity Date that equals any positive return in the Reference Asset relative to the Initial Reference Value (the "Equal Upside") up to a maximum return of 15.30%, exclusive of the trust’s fees and expenses (13.10% of the Initial Reference Value, giving effect to the trust’s fees and expenses) (the "Capped Return"). If the value of the Reference Asset decreases from the Initial Reference Value, the value of the units on the Maturity Date will be equal to the Inception Value, reflecting a maximum loss of 0% (the “Maximum Loss), decreased by the trust's fees and expenses.
Growth of $10,000 (10 Years)
| Total Return | 6.41% |
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| Yield (Trailing 12 Mo.) | 0.00% |
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| Expense Ratio | 0.40% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $100.00 |
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| Management Tenure | -- |
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| Fund Inception | 05/23/2023 |
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Trailing Total Returns - MPLAWX
as of 02/28/2025
| Timeframe | MPLAWX | S&P 500 | Equity Hedged |
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| 1 Month | 0.28% | -1.30% | -- |
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| 3 Month | 1.21% | -0.97% | -- |
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| Year-to-Date | 0.83% | 1.44% | -- |
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| 1 Year | 7.04% | 18.41% | -- |
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| 3 Year | -- | 12.55% | -- |
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| 5 Year | -- | 16.85% | -- |
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| 10 Year | -- | 12.98% | -- |
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| Since Inception | 6.41% | 11.12% | -- |
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Sector Allocation - MPLAWX
as of 02/28/2025
| Basic Materials | | -- |
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| Consumer Cyclical | | -- |
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| Financial Services | | -- |
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| Real Estate | | -- |
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| Consumer Defensive | | -- |
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| Healthcare | | -- |
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| Utilities | | -- |
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| Communication Services | | -- |
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| Energy | | -- |
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| Industrials | | -- |
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| Technology | | -- |
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Asset Allocation - MPLAWX
as of 02/28/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | -- | -- |
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| Bond | -- | | | -- | -- |
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| Other | -- | | | -- | -- |
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| Foreign Stock | -- | | | -- | -- |
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| Foreign Bond | -- | | | -- | -- |
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| Total | -- | | | -- | -- |
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| Cash | -- | | | -- | -- |
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| Total Net Assets | -- |
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| Total Stock Holdings | |
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| Total Bond Holdings | |
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Top Ten Holdings - MPLAWX
as of 02/28/2025
| Company | YTD Return | % of Assets |
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Valuation & Growth - MPLAWX
as of 02/28/2025
| Valuation | MPLAWX | Category Range |
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| Price/Earnings | -- | |
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| Price/Book | -- | |
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| Price/Sales | -- | |
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| Price/Cash Flow | -- | |
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| Dividend Yield | | |
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| LT Earnings | | |
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| Historical Earnings | | |
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| Sales Growth | | |
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| Cash-Flow Growth | | |
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| Book-Value Growth | | |
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