Series | Ticker | Name | MarketCap | Strategy | Expense Ratio | Inception |
Fund W1 | MSSGX | MSIF Inception Portfolio | Small | Growth | 1.00 | 1989-11-01 |
Fund W2 | JMIGX | Jacob Discovery Fund | Small | Growth | 2.00 | 1997-12-31 |
Fund W3 | BPTRX | Baron Parners Fund | Broad | Growth | 1.32 | 1992-01-31 |
Fund W4 | HDPMX | Hodges Fund | Broad | Blend | 1.16 | 1992-10-09 |
Fund W5 | DMCRX | Driehaus Micro Cap Growth Fund | Small | Growth | 1.43 | 2013-11-18 |
Fund L | LVPSX | ProFunds Large-Cap Value | Large | Value | 1.78 | 2002-10-01 |
Fund A | ARKK | ARK Innovation ETF | Broad | Blend | 0.75 | 2014-10-31 |
Fund C | n/a | One fund within local pension plan | Broad | Blend | 0.00 | 2010-01-01 |
Fund Cn | n/a | Fund C net of fees | Broad | Blend | 0.24 | 2010-01-01 |
Fund D | n/a | Student D 1 Year Upside Picks | Broad | Growth | n/a | 2020-03-13 |
Fund S | n/a | Student Investment Fund | Large | Blend | 0.00 | 2010-10-31 |
Fund Sn | n/a | Fund S net of fees | Large | Blend | 0.50 | 2010-10-31 |
AAPL | AAPL | Apple Inc. common stock | Large | Blend | n/a | 1980-12-12 |
SPX | SPX | S&P 500 Index | Large | Blend | n/a | 1927-12-30 |
Fund 1X | IVV | iShares Core S&P 500 ETF | Large | Blend | 0.03 | 2000-05-19 |
Fund 2X | SSO | ProShares Ultra S&P 500 ETF | Large | Blend | 0.90 | 2006-06-21 |
Fund 3X | UPRO | ProShares UltraPro S&P 500 | Large | Blend | 0.92 | 2009-06-25 |
Rf | GB1M | One month treasury bill rate | n/a | n/a | n/a | 1989-12-01 |