• INCEPTION (12/08/2016)

  • 3 YRS
  • AVG. ANNUAL RETURN

  • 11.90%
  • S&P RETURN

  • 13.13%
(KBIG) Kai's Largecap Fund

KBIG Growth of $10,000

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

KBIG Model Month By Month (As Of: 01/17/2020)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KBIG YTD S&P (TR) YTD
20204.08%-----------4.08% 3.14%
20199.56%2.24%-0.12%2.77%-3.70%3.76%1.01%-0.34%1.12%-0.34%4.54%2.30%24.64% 31.49%
20184.30%-3.11%-3.32%0.47%-0.41%-0.40%4.08%1.83%-1.12%-1.18%3.53%-11.04%-7.12% -4.38%
2017-0.76%4.29%-0.86%1.30%1.35%1.74%0.94%-0.83%4.43%2.84%3.83%0.59%20.35% 21.83%
2016------------0.99%-0.99% -0.22%
Returns greater than 5%
Returns less than -5%

KBIG Top 5 Holdings (As Of: 01/20/2020)


Symbol Name % Fund
MA MASTERCARD INC COM 5.09%
LLY LILLY ELI & CO 4.91%
ACN ACCENTURE PLC 4.67%
RTN RAYTHEON CO 4.65%
NOW SERVICENOW INC COM 4.56%
Total 23.88%