Continue to site >
Trending ETFs
You have successfully subscribed to Advisor Access. Thank you!
Help us personalize your experience.
Which type of investor describes you best?
Help us personalize your experience.
What is your AUM?
Knowing your investable assets will help us build and prioritize features that will suit your investment needs.

Congratulations on personalizing your experience.

Email is verified. Thank you!

LifeGoal Investments Funds

LifeGoal Investments is a company that sells mutual funds with $3,165M in... LifeGoal Investments is a company that sells mutual funds with $3,165M 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 28 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 $3,165M 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 $3,165M 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 28 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 6/1/26
Hodges Fund

HDPMX | Fund | Individual

$98.91

+1.99%

$240.63 M

3.75%

$3.64

53.47%

31.05%

13.33%

13.62%

1.23%

Essential 40 Stock ETF

ESN | Active ETF

$19.74

-0.25%

$216.90 M

0.79%

$0.16

27.92%

-

-

-

0.95%

Weitz Core Plus Bond ETF

WCPB | ETF |

$25.28

-0.19%

$150.20 M

4.83%

$1.22

-

-

-

-

0.79%

One Global ETF

FFND | Active ETF

$32.32

-0.03%

$98.99 M

0.00%

-

23.07%

22.15%

-

-

1.43%

Beacon Dynamic Allocation Fund

BCMAX | Fund | A

$13.98

+0.65%

$71.04 M

0.65%

$0.09

-

-

-

-

1.71%

Hodges Blue Chip Equity Income Fund

HDPBX | Fund | Individual

$30.04

+0.37%

$64.55 M

0.29%

$0.09

29.06%

25.00%

15.93%

15.49%

1.32%

PeakShares Sector Rotation ETF

PSTR | Active ETF

$31.34

+0.37%

$54.90 M

4.59%

$1.44

20.36%

-

-

-

2.88%

PeakShares RMR Prime Equity ETF

PRMR | Active ETF

$27.73

+0.93%

$51.40 M

0.00%

-

-

-

-

-

1.27%

The Future Fund Long/Short ETF

FFLS | Active ETF

$23.15

+0.04%

$41.57 M

0.00%

-

0.24%

-

-

-

2.05%

Beacon Selective Risk ETF

BSR | Active ETF

$30.01

-0.46%

$38.89 M

2.82%

$0.85

10.73%

7.37%

-

-

1.43%

Beacon Tactical Risk ETF

BTR | Active ETF

$27.37

-0.49%

$36.64 M

1.19%

$0.33

18.40%

4.20%

-

-

1.54%

GGM Macro Alignment ETF

GGM | Active ETF

$28.72

-0.49%

$17.92 M

0.00%

-

11.58%

-

-

-

0.94%

Weitz Multisector Bond ETF

WMSB | ETF |

$25.05

-0.20%

$8.30 M

5.16%

$1.29

-

-

-

-

0.89%

Weitz Short Duration Income ETF

WSDB | ETF |

$24.98

-0.01%

-

3.45%

$0.86

-

-

-

-

-

Get the lastest fund and ETF news in your inbox each week.

Receive latest news, trending tickers, top stocks increasing dividend this week and more.

LifeGoal Investments In The News

LifeGoal Investments Research

Advertisement

×

Wait! Do you know all the important aspects of mutual funds?

×

Free Advisor Access newsletter emailed to you.

Receive free and exclusive email updates for financial advisors about best performers, news, CE accredited webcasts and more.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.