Longboard FundLONAX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$107.0M
Expense ratio
2.24%
1-year return
+6.2%
3 years, a year
+8.9%
5 years, a year
+4.5%
Holdings
962
What it aims to do.
The primary investment objective of the Longboard Fund, (the ?Fund?) is to seek long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| EVRG Evergy Inc | 0.27% |
| IDA Idacorp Inc | 0.26% |
| DUK Duke Energy Corp | 0.26% |
| AFL Aflac Incorporated | 0.24% |
| LNT Alliant Energy Corporation | 0.24% |
| FE FirstEnergy Corp. | 0.24% |
| WEC WEC Energy Group Inc. | 0.24% |
| SO Southern Co. | 0.23% |
| AEP American Electric Power Co, Inc. | 0.23% |
| DTE DTE Energy Co. | 0.23% |
More on LONAX.
- LONAX overview
- LONAX holdings
- LONAX risk
- LONAX costs
- LONAX money in and out
- LONAX share classes
- Compare LONAX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.