Feature sheet
An overview of Founders Class for investors
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YTD 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|
Fund | 22.91 | 29.72 | -27.91 | 16.84 | 42.45 | 26.92 |
1 mo | 3 mo | 6 mo | 1 yr | 3 yr | 5 yr | Inception | |
---|---|---|---|---|---|---|---|
Fund | 3.30 | 4.30 | 6.07 | 39.12 | 6.29 | 15.76 | 12.65 |
Fund | |
---|---|
Annualized standard deviation | 20.23 |
Beta | 1.09 |
R² | 0.92 |
This fund has a medium to high volatility rating
12 months ago | Last month | Current month | |
---|---|---|---|
Information Technology | 31.4 | 30.0 | 30.5 |
Consumer Disc. | 17.0 | 17.2 | 16.4 |
Financials | 7.9 | 16.0 | 15.0 |
Communication Services | 14.6 | 12.6 | 12.9 |
Health Care | 8.6 | 8.2 | 8.8 |
Industrials | 9.9 | 7.1 | 7.5 |
Real Estate | 1.5 | 3.3 | 4.5 |
Energy | 4.9 | 4.8 | 2.6 |
Materials | 2.3 | 0.3 | 0.6 |
Consumer Staples | 1.9 | 0.3 | 0.3 |
Utilities | - | - | - |
Total number of holdings | 144 |
---|---|
Top ten holdings aggregate | 42.7% |
Total number of holdings | 141 |
---|---|
Top ten holdings aggregate | 42.7% |
Total number of holdings | 138 |
---|---|
Top ten holdings aggregate | 41.9% |
Total number of holdings | 141 |
---|---|
Top ten holdings aggregate | 41.6% |