Zero Dollar Growth
Generate equity-like returns while keeping the number of holdings low for smaller accounts.
Equity-Like Returns — Performance comparable to equity markets with competitive growth potential.
Multi-Style Allocation — Diversified across growth, value, and momentum approaches.
Streamlined Holdings — Limited selection for simpler management in smaller portfolios.
Fund Performance Comparison
| Inception Date 2/5/2021 |
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Past performance is not indicative of future results. All figures are net of fees unless otherwise noted.
Monthly Returns
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
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Past performance is not indicative of future results. All figures are net of fees unless otherwise noted. Annual return is geometrically linked from available monthly returns.
Cumulative Performance vs. Benchmarks
Cumulative total return, compounded daily, net of fees, from strategy inception through the most recent available date. Past performance is not indicative of future results.