Quarterly Fund Update
Inside Look at PLCY
.PLCY. 1Q 2020 Update
Watch the portfolio recap video, highlighting PLCY's performance, holdings, outlook.
Since inception (10/17/2017) price returns do not include the reinvestment of dividends. Beta since inception against Morningstar US Mid Core Index is 0.85 as of 12/31/2019. See full alpha & risk metrics on page 12 of the fund recap.
The performance data quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance quoted. For performance data current to the most recent month-end and quarter end standardized performance, please click here.