|1585 Broadway , New York, NY 10036|
|Fund Manager||Team Managed|
The Inception Portfolio (the Fund ) seeks long-term capital appreciation by investing primarily in growth-oriented equity securities of small capitalization companies. Under normal market conditions, the Adviser seeks to achieve the Fund s investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell 2000 Growth Index. As of December 31, 2019, these market capitalizations ranged between $11.2 million and $7.3 billion.
|Asset Type||% Of Allocation|
|Total Net Assets||464.64 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|SFIX||STITCH FIX INC||3.30%|
|VIC||VICTORIAN PLUMBING GROUP PLC||2.74%|
|NSTG||NANOSTRING TECHNOLOGIES INC||2.66%|
Join the Action Alerts PLUS Community today!
SpaceX CEO Elon Musk says the company’s Starlink high-speed internet service will come out of beta testing next month.
Whether the news is good or bad, you can take advantage of it if you understand why you're involved in a stock in the first place.
Just because we're in the market's worst month of the year doesn't mean there aren't good investments available.
Parus files a second patent infringement lawsuit against Apple, alleging it infringed on its patents for voice-browsing and device control technology.
Accounts payable software provider AvidXchange on Friday filed for a initial public offering.
Food and Drug Administration's advisory panel on Friday voted to recommend Covid-19 booster shots of the Pfizer vaccine for a limited section of the population.