The Fund

The Fund | Fund Facts

Below is some basic data about our fund.

    • Ticker Symbol: ENSBX
    • Total Expense Ratio: 1.00%
    • Sales Charge: None
    • Other Fees: None
    • Inception Date: November 2, 2015
    • Fund Advisor: Ensemble Capital Management
    • Fund Portfolio Manager: Sean Stannard-Stockton, CFA
    • Net Assets: $52.9 million (as of 8/31/23)
    • Minimum Investment: $5,000 | $1,000 for IRAs or accounts with automatic investment plans
    • Active Share: 93.65% (as of 8/31/23)
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