Taylor Frigon Core Growth FundTFCGX

MUTUAL FUNDTaylor Frigon
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$30.0M
Expense ratio
1.45%
1-year return
+8.6%
3 years, a year
+9.3%
5 years, a year
-6.3%
Holdings
51

What it aims to do.

The Taylor Frigon Core Growth Fund seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
Federated Hermes Money Market Obligations Trust - Federated Hermes Government Obligations Fund3.19%
GEV GE Vernova, Inc.3.13%
PWR Quanta Services, Inc.3.12%
CRDO Credo Technology Group Holdings Ltd.2.99%
CDNL Cardinal Infrastructure Group, Inc.2.64%
TW TradeWeb Markets Inc.2.58%
TMDX TransMedics Group, Inc.2.58%
CVNA Carvana Co.2.44%
NET Cloudflare, Inc.2.44%
TTAN ServiceTitan, Inc.2.42%

More on TFCGX.

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