• INCEPTION (12/08/2016)

  • 2 YRS
  • AVG. ANNUAL RETURN

  • 7.81%
  • S&P RETURN

  • 12.38%
(KMID) Kai's Midcap Fund

KMID Growth of $10,000

KMID Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/28/2018

KMID Model Month By Month (As Of: 05/03/2019)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KMID YTD S&P (TR) YTD
20199.05%3.62%2.08%5.64%-0.32%-------21.46% 18.26%
20183.28%-5.19%-0.12%-1.72%1.81%-3.46%3.30%1.51%-2.59%-2.16%3.69%-9.07%-11.00% -4.38%
2017-0.56%2.23%-0.09%0.76%-1.14%2.63%2.03%-2.49%4.21%1.99%2.87%-0.92%11.90% 21.83%
2016------------0.63%-0.63% -0.22%
Returns greater than 5%
Returns less than -5%

KMID Top 5 Holdings (As Of: 05/07/2019)


Symbol Name % Fund
PRGO PERRIGO CO PCL SHS 5.02%
BAH BOOZ ALLEN HAMILT... 4.97%
FICO FAIR ISAAC CORP 4.69%
MDB MONGODB INC CL A 4.46%
WST WEST PHARMACEUTIC... 4.37%
Total 23.51%