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Summary
The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The advisor’s investment process starts with a list of domestic companies with market capitalization over $5 billion.
The research team combines qualitative and quantitative techniques to look for entrepreneurial companies that exhibit superior growth characteristics such as more organic growt More
Link
Fund Manager(s)
- Joel Shulman
Price
-
$ 4.52
(
+0 )
May 18, 2023Last Close
- Net Assets
- Holding
- 52-Week High/Low
- $5.66 - $4.44
- Turnover
- 149%
- Expense Ratio
- 0.76%
Advisor
Performance
YTD
-
3 Year
-72.38%
5 Year
-68.07%
Best
27.42%
2017
Worst
-63.41%
2021
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | -0.4% | -12.3% | -15.3% | -9.8% | 19% | 5.5% | 6.3% | 0.8% | 2.7% |
| Q2 | - | -0.4% | -20.9% | 171% | 22.6% | 0.5% | 10.1% | 5.4% | 1% | 0.8% |
| Q3 | - | - | -3.8% | -61.5% | -5% | -3.7% | 5.7% | 4.5% | 4.3% | -6.5% |
| Q4 | - | - | -0.9% | 2.2% | -52.6% | 3.5% | -18.6% | 8.5% | 3% | 4.5% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2023 | 11.6% | -1% | -9.9% | -0.4% | - | - | - | - | - | - | - | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | -1% | -34% | -63% | 23% | 22% | -2% | 27% | 9% | 1% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| IMPLX | - | -1% | -34% | -63% | 23% | 22% | -2% | 27% | 9% | 1% |
| Russell 1000 | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% | 4% |
| Alpha | - | -37% | -7% | -90% | -14% | -13% | 1% | -1% | 4% | -3% |