• INCEPTION (02/26/2017)

  • 0.73 YRS
  • AVG. ANNUAL RETURN

  • 18.00%
  • S&P RETURN

  • 12.76%
(AGGFX) Alternative Global Growth Fund

AGGFX Growth of $10,000

AGGFX
AGGFX Composite
S&P 500

AGGFX Month By Month (As Of: 10/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec AGGFX YTD S&P YTD
2017--0.96%-0.14%2.40%0.66%3.55%2.64%-0.84%2.46%1.04%--11.23% 10.20%
Returns greater than 5%
Returns less than -5%

AGGFX Top 5 Holdings


Symbol Name Current Price % Fund
KORS Michael Kors Holdings Limited $56.29 10.72%
CSTE Caesarstone Ltd $25.15 7.95%
REGN Regeneron Pharmaceuticals Inc $391.59 5.66%
GILD Gilead Sciences Inc $72.44 5.26%
BIIB Biogen Inc $313.97 4.15%
Total 33.74%

AGGFX Skill Metrics


Over the past years, The has invested in a total of 76 stocks at one time or another and made money on 54 (71.05%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 71.05%
Trading Skills Avg. Gain/Loss Ratio 1.09

AGGFX Alpha/Beta


Alpha -5.95
Beta 1.6
R-Squared 84.4