Category Average Holdings Average Cash Position Average YTD Return Average 1 Year Return Average 5 Year Return Average Annualized Return Average Return Since Inception
Fundamentals 14.05 0.74% 30.11% 72.50% 34.57% 20.76% 2,554.47%
Industries 14.08 0.99% 37.26% 82.10% 27.57% 18.40% 2,108.44%
Sector 14.62 1.57% 18.67% 51.13% 35.29% 23.25% 2,774.74%
  S&P 500   18.91% 33.37% 15.10% 7.99% 206.96%