• INCEPTION (02/26/2017)

  • 1 YRS
  • AVG. ANNUAL RETURN

  • 14.03%
  • S&P RETURN

  • 15.50%
(AGGFX) Alternative Global Growth Fund

AGGFX Growth of $10,000

AGGFX Model
AGGFX Composite
S&P 500

AGGFX Month By Month (As Of: 06/14/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec AGGFX YTD S&P YTD
20182.86%-5.17%-0.45%-1.36%1.91%5.18%------2.68% 5.02%
2017--0.96%-0.17%2.40%0.68%3.55%2.63%-0.84%2.46%1.04%3.14%0.65%15.45% 14.84%
Returns greater than 5%
Returns less than -5%

AGGFX Top 5 Holdings


Symbol Name Current Price % Fund
KORS Michael Kors Holdings Limited $63.00 8.69%
CSTE Caesarstone Ltd $16.85 7.88%
FN Fabrinet $36.72 7.83%
BIIB Biogen Inc $304.52 5.86%
KR Kroger Co $24.95 4.36%
Total 34.61%

AGGFX Skill Metrics


Over the past years, The has invested in a total of 85 stocks at one time or another and made money on 59 (69.41%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 69.41%
Trading Skills Avg. Gain/Loss Ratio 1.04