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LifeGoal Investments Funds

LifeGoal Investments is a company that sells mutual funds with $2,925M in... LifeGoal Investments is a company that sells mutual funds with $2,925M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 1994. The average manager tenure for all managers at LifeGoal Investments is years. The company offers investors 24 mutual funds, in terms of the number of individual fund symbols. View more View less

LifeGoal Investments is a company that sells mutual funds with $2,925M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds... LifeGoal Investments is a company that sells mutual funds with $2,925M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 1994. The average manager tenure for all managers at LifeGoal Investments is years. The company offers investors 24 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 11/22/24
Hodges Fund

HDPMX | Fund | Individual

$79.43

+2.06%

$178.47 M

0.00%

-

40.76%

7.66%

17.77%

9.04%

1.32%

Essential 40 Stock ETF

ESN | ETF |

$15.57

+0.38%

$80.20 M

0.00%

-

-

-

-

-

1.00%

Hodges Blue Chip Equity Income Fund

HDPBX | Fund | Individual

$27.48

+0.40%

$40.10 M

0.61%

$0.17

43.23%

13.68%

16.34%

12.37%

1.42%

Beacon Selective Risk ETF

BSR | Active ETF

$30.61

+0.76%

$28.98 M

0.00%

-

23.40%

-

-

-

1.83%

Beacon Tactical Risk ETF

BTR | Active ETF

$27.74

+0.71%

$26.32 M

0.00%

-

22.68%

-

-

-

1.90%

GGM Macro Alignment ETF

GGM | Active ETF

$29.88

+0.71%

$19.43 M

0.00%

-

18.92%

-

-

-

0.88%

PeakShares Sector Rotation ETF

PSTR | ETF |

$28.48

+0.38%

$12.80 M

0.00%

-

-

-

-

-

1.27%

The Future Fund Active ETF

FFND | Active ETF

$26.16

+1.06%

$11.45 M

0.00%

-

36.95%

0.61%

-

-

3.18%

The Future Fund Long/Short ETF

FFLS | Active ETF

$23.89

0.00%

$2.16 M

0.00%

-

20.48%

-

-

-

11.99%

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