Rule One FundRULIX
Type
Mutual fund
Peer group
Alternative
Net assets
$211.5M
Expense ratio
2.60%
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
32
What it aims to do.
The Rule One Fund (the Fund) seeks long-term capital appreciation with less volatility than the broad equity market.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Default | 43.40% |
| NFLX Netflix Inc | 16.82% |
| Default | 9.82% |
| CRM Salesforce.Com | 7.41% |
| LULU Lululemon Ath | 7.36% |
| SFM Default | 7.31% |
| Default | 4.44% |
| Fannie Mae | 1.37% |
| Freddie Mac | 1.21% |
| LOW Lowe's Cos Inc | 1.12% |
More on RULIX.
- RULIX overview
- RULIX holdings
- RULIX risk
- RULIX costs
- RULIX money in and out
- RULIX share classes
- Compare RULIX with other funds
Returns after fees, from the fund's SEC filings. Past returns are not a promise. Not financial advice.