Global Insight PortfolioMIGIX
Type
Mutual fund
Peer group
Global equity
Net assets
$51.6M
Expense ratio
1.00%
1-year return
+11.4%
3 years, a year
+23.2%
5 years, a year
-2.9%
Holdings
49
What it aims to do.
The Global Insight Portfolio (the Fund) seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NET Cloudflare Inc | 14.10% |
| JOBY Royalty Pharma PLC | 8.49% |
| TSLA Tesla Inc | 8.08% |
| JOBY Roivant Sciences Ltd | 7.16% |
| JOBY Spotify Technology SA | 5.67% |
| QXO QXO Inc | 5.53% |
| MELI MercadoLibre Inc | 4.78% |
| SHOP Shopify Inc | 4.66% |
| AFRM Affirm Holdings Inc | 4.59% |
| APP AppLovin Corp | 4.14% |
More on MIGIX.
- MIGIX overview
- MIGIX holdings
- MIGIX risk
- MIGIX costs
- MIGIX money in and out
- MIGIX share classes
- Compare MIGIX 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.