• INCEPTION (12/08/2016)

  • 3 YRS
  • AVG. ANNUAL RETURN

  • -0.26%
  • S&P RETURN

  • 7.01%
(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: 03/25/2020)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KMID YTD S&P (TR) YTD
20204.16%-9.77%-18.78%----------23.67% -23.01%
20199.05%3.62%2.08%5.64%-3.41%7.46%1.40%-0.89%-2.25%1.16%4.86%-0.41%31.24% 31.49%
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: 03/26/2020)


Symbol Name % Fund
WST WEST PHARMACEUTIC... 5.61%
QLYS QUALYS INC COM 5.24%
MASI MASIMO CORP COM 5.17%
MPWR MONOLITHIC PWR SY... 4.78%
FICO FAIR ISAAC CORP 4.66%
Total 25.46%