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 |
|---|
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 |
|---|
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.