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Kyle Harden

  • Aug 20, 2008
Funds
(HTFF) Harden Tech Focus Fund
MODEL INCEPTION (09/24/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 09/06/2019) 9.08% 11.47% View Fund Stats
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(KMF) Harden Focus Fund
MODEL INCEPTION (08/20/2008) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
11+ YRS (As of: 09/06/2019) 9.58% 10.31% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.38% 13.44% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 4.43% 10.10% Fund has a 5 year track record.  
3 YRS 10.34% 12.71% Fund has a 3 year track record.  
1 YR -10.32% 2.93% Fund has a 1 year track record.  
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Achievements
  • KMF Beat the 50th percentile of mutual funds over 10 years.
    Aug 31, 2019
Articles

Harden Focus Fund

KMF | Price History
KMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Value 30.79% 0.67%
Large Cap : Growth 30.34% -3.85%
Large Cap : Blend 21.47% 1.74%
Mid Cap : Value 11.96% -2.12%
Micro Cap : Value 2.71% -0.54%
Mid Cap : Growth 2.38% 2.40%
KMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kyle Harden $3,032,360.03
Inception: Ticker Symbol: # of Securities:
August 20, 2008 KMF 15
Description:

Harden Focus Fund - Buy companies that are undervalued by the market with high owner earnings. Low turnover in the fund to minimize transaction fees. The fund is focused on only a few companies in order to maximize the return.

KMF | Turnover
Last Month N/A
Last 3 Months N/A
Last 6 Months N/A
Last 12 Months 31.12%
KMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 ANDV $554,432.94
2 CNI $401,056.23
3 ANTM $338,478.99
4 NFLX $189,920.20
5 DTE $145,155.72
Position Symbol Gains
1 BNI -$130,169.08
2 OSTK -$89,667.75
3 RAD -$30,496.07
4 TSLA -$27,914.43
5 GE -$13,549.96
KMF | Skill Metrics
All Positions
Winning % 69.57%
Avg. Gain/Loss Ratio 3.28
KMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 31.86% -2.39%
Technology 17.80% 0.87%
Unallocated 15.62% -1.33%
Health Care 10.71% 0.89%
Industrials 8.83% 0.22%
Energy 7.68% 1.60%
Financials 7.16% 0.00%
KMF | Recent Returns vs S&P 500
MTD QTD YTD
KMF 0.42% 4.33% 13.21%
S&P 500 0.00% 0.00% 0.00%
KMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 1.42% 1.83% -0.41%
Last Month 0.64% 3.53% -2.89%
Last 3 Months 2.54% 4.17% -1.63%
Last 6 Months -0.05% 9.67% -9.72%
Last 12 Months -6.92% 5.62% -12.54%
Since Inception 174.73% 195.99% -21.26%
(Annualized) 9.58% 10.32% -0.74%
Data as of: 09/06/2019
KMF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
KMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 ANDV 640.80%
2 ANTM 371.32%
3 CNI 307.55%
4 DTE 155.99%
5 AMZN 112.21%
Position Symbol Inception Return
1 OSTK -51.59%
2 RAD -31.13%
3 TSLA -12.91%
4 CVS -1.43%
5 FB 0.04%