Lisanti Small Cap Growth FundASCGX

MUTUAL FUNDLisanti Capital Growth
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$13.9M
Expense ratio
3.06%
1-year return
+28.6%
3 years, a year
+10.6%
5 years, a year
-1.4%
Holdings
89

What it aims to do.

The Lisanti Small Cap Growth Fund (the Fund) seeks maximum capital appreciation.

Top 10 holdings.

Holding% of fund
N/A4.58%
PTEN Patterson-UTI Energy Inc2.84%
BTSG BrightSpring Health Services I2.41%
MTDR Matador Resources Co2.30%
KNX Knight-Swift Transportation Ho2.25%
RBC RBC Bearings Inc2.01%
MOD Modine Manufacturing Co1.98%
GRDN Guardian Pharmacy Services Inc1.98%
AEIS Advanced Energy Industries Inc1.88%
LGND Ligand Pharmaceuticals Inc1.84%

More on ASCGX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.