Mutual Funds - Profile

CAN SLIM Tactical Growth Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The fund employs a tactical strategy to imitate the CAN SLIM Select List of stocks published weekly on the Investor’s Business Daily website.

The CAN SLIM Select List tracks market-leading stocks that exhibit superior earnings growth, positive institutional sponsorship and excellent industry strength, as well as solid sales growth, profit margins and return on equity.

Next, the research team employs a three-step investment process that relies on systematic and rules-based research.

The team analyzes More

Price

  • Last Close
  • $15.29
    +0
  • 52 Week HL
  • $16.81 - $13.01
  • Net Assets
  • $32.61 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Jpmorgan Ultra-Short 4.98
Ishares 1-3 4.98
Microsoft Corporation 3.40
Amazon Com 3.00
Apple Inc 2.86
Company Holding
Alphabet Inc 2.80
Facebook Inc 2.30
Johnson & Johnson 2.08
Bank Of 1.98
PAYPAL HLDGS 1.97
Total 30.35%

Documents

  • Annual Reports

Performance
- YTD

  • 3 Year
  • 7.07%
  • 5 Year
  • 38.88%
  • Best
  • 30.65%
    2013
  • Worst
  • -20.45%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
CANGX -12%25%37%34%-3%28%6%4%11%32%13%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 - 6.1% -20.5% 9% 0.1% 4.6% 1% 1.7% 2% 11.8% -
Q2 - 7.8% 16.1% 2% 2.4% 3.3% 0.2% -0.5% 3.8% 2.2% -
Q3 - -7.5% 5.2% -0.2% 2.2% 4.3% 3% -7.4% -1.7% 4.8% -
Q4 - - 7.8% 0.2% -13.4% 6.5% 2.4% 3.5% 4.1% 9.3% -

Returns +
M

J F M A M J J A S O N D
2022 - - - - - - - - - - - -
2021 -1.5% 4.5% 3% 4.8% 1% 1.9% -7.3% -0.3% - - - -

Annual
Return

Index Comparison

Alpha

NAV