Global Growth Fund

Global Growth Fund

Growth • Medium Risk

Current NAV

$19.8000

Change

+0.00%

Min Investment

$400

Plan Overview

Medium Risk

NAV

$19.8000

1Y Return

+0.00%

Min Investment

$400.00

Management Fee

0.80%

Diversified growth fund with international exposure

Performance

Holdings Breakdown

Technology

Tesla, Apple, Microsoft

45.2%

$2.3M

Energy

Renewable energy companies

28.7%

$1.5M

Automotive

EV manufacturers

26.1%

$1.3M

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Plan Details

Type: Mutual_fund
Category: Growth
Risk Level: Medium
Expense Ratio: 0.80%
Total Assets: $2,900,000
Inception: Aug 2020

Recent Activity

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