Taylor Frigon Core Growth Fund

1939 FRIENDSHIP DRIVE, STE C,
El Cajon , CA, 92020

Rank

Rank Universe

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is designed to highlight excellent companies in the benchmark index that demonstrate attractive prospects for growth.

The investment team employs a proprietary TFCM Core Growth Strategy when selecting securities for the fund.

Next, the research team combines qualitative and quantitative techniques to identify potential investment opportunities. The team focuses on superior c

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Directors

Feb 12, 2024
  • JEFFREY R. PROVENCE
  • THOMAS H. ADDIS, III
  • ALLEN C. BROWN
  • ROBERT L. BOERNER
  • JOHN W. CZECHOWICZ

Chief Compliance Officer

  • JULIAN G. WINTERS

Fund Manager(s)

  • Gerard Frigon

Price

  • $17.88 ( +0.08 ) Nov 1, 2024 Last Close
  • Net Assets
  • $27.9M
    Jan 19, 2024
    More
  • 52-Week High/Low
  • $0 - $0
  • Turnover
  • 39.5%
  • Expense Ratio
  • 1.45%

Company Name

Holding

Federated Hermes Money Market Obligations Trust - Federated Hermes Government Obligations Fund 7.1 %
PROCEPT BioRobotics Corporation 4.73 %
ClearPoint Neuro, Inc. 3.68 %
Carvana Co. 3.45 %
AudioCodes Ltd. 3.25 %
Monolithic Power Systems, Inc. 3.23 %
Kornit Digital Ltd. 3.02 %
Grid Dynamics Holdings, Inc. 2.86 %
Cloudflare, Inc. 2.82 %
Glaukos Corporation 2.79 %
More

Documents

Prospectus

Annual Reports

Fact Sheet

Q4 2021 Q3 2021 Q2 2021

Performance

YTD

6.6%

3 Year

-44.58%

5 Year

17.09%

Best

70.74%

2020

Worst

-48.26%

2022

Alpha

TFCGX Russell 3000

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