Advantage PortfolioMAPPX
Type
Mutual fund
Peer group
Global equity
Net assets
$213.3M
Expense ratio
1.20%
1-year return
+10.8%
3 years, a year
+19.7%
5 years, a year
-1.9%
Holdings
38
What it aims to do.
The Advantage Portfolio (the Fund) seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NET Cloudflare Inc | 13.10% |
| JOBY Royalty Pharma PLC | 7.28% |
| Morgan Stanley & Co. LLC | 7.07% |
| TSLA Tesla Inc | 6.93% |
| SHOP Shopify Inc | 5.35% |
| APP AppLovin Corp | 5.29% |
| MDLN Medline Inc | 5.16% |
| RBLX ROBLOX Corp | 4.62% |
| JOBY Roivant Sciences Ltd | 4.61% |
| DASH DoorDash Inc | 4.36% |
More on MAPPX.
- MAPPX overview
- MAPPX holdings
- MAPPX risk
- MAPPX costs
- MAPPX money in and out
- MAPPX share classes
- Compare MAPPX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.