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NFDIX
Newfound Risk Managed U.S. Growth Fund Class I
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NFDIX Mutual Fund Price & Analysis

The Newfound Risk Managed U.S. Growth Fund Class I (NFDIX) is a mutual fund that focuses on investing in growth-oriented companies in the United States while also implementing risk management strategies. This fund is designed for investors seeking long-term capital appreciation with a lower level of risk. It is managed by Newfound Research LLC, a firm known for its quantitative investment strategies. NFDIX aims to provide a diversified portfolio of high-quality growth stocks while actively managing risk through a systematic approach. This fund may be suitable for investors looking for a balance between growth potential and risk management in their investment portfolio.

NFDIX Mutual Fund Chart & Stats

$10.21
$0.00(0.00%)
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Top 10 Holdings

Name
Weight %
Vanguard S&P 500 ETF
25.97%
Vanguard U.S. Momentum Factor ETF
5.50%
JPMorgan U.S. Momentum Factor ETF
5.45%
iShares MSCI USA Momentum Factor ETF
5.43%
Fidelity Momentum Factor ETF
5.43%
SPDR S&P 500 ETF Trust
4.86%
JPMorgan U.S. Quality Factor ETF
2.59%
iShares MSCI USA Quality Factor ETF
2.58%
Fidelity Quality Factor ETF
2.58%
Fidelity Low Volatility Factor ETF
2.57%
Total62.96%

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