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Craig Caplan

Emergency Medicine Physician

  • New Orleans, LA
  • Jan 12, 2011
Funds
(LDGF) Lagniappe Dividend Growth Fund
MODEL INCEPTION (04/25/2011) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
6+ YRS 13.42% 12.44% View Fund Stats Track Fund
RETURN PERIOD (As Of: 03/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
5 YRS 18.58% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 9.87% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 10.76% 15.43% Fund has a 1 year track record.  
Show Fund Strategy
Click Here to View More Information About This Fund.
Achievements
  • LDGF Beat the 75th percentile of mutual funds over 5 years.
    Mar 31, 2018
  • LDGF Beat the 50th percentile of mutual funds over 3 years.
    Mar 31, 2018

Lagniappe Dividend Growth Fund

LDGF | Price History
LDGF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 35.76% -0.70%
Unclassified Market Cap : Unclassified Style 19.31% -1.24%
Large Cap : Blend 17.19% -0.71%
Micro Cap : Blend 11.41% 1.74%
Small Cap : Growth 7.87% 0.46%
Micro Cap : Value 3.86% -0.20%
Mid Cap : Value 2.80% -0.59%
Mid Cap : Blend 1.83% -2.58%
LDGF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Craig Caplan $2,412,144.07
Inception: Ticker Symbol: # of Securities:
April 25, 2011 LDGF 17
Description:

Growth through steadily appreciating dividend growth and capital gains. Companies should have a yield of over 2.5% when position is started. The fund will have a mixture of small through large cap companies. Turnover of holdings should be low.

LDGF | Turnover
Last Month 5.84%
Last 3 Months 6.81%
Last 6 Months 8.9%
Last 12 Months 14.17%
LDGF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 UVE $591,662.02
2 CSCO $130,006.80
3 KINS $115,596.97
4 PLOW $108,437.71
5 DPS $92,222.26
Position Symbol Gains
1 PRGNF -$60,122.96
2 GILD -$41,197.64
3 GEF -$33,730.24
4 TEF -$28,083.34
5 VTR -$11,218.95
LDGF | Skill Metrics
All Positions
Winning % 70.00%
Avg. Gain/Loss Ratio 3.32
LDGF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 21.19% -0.38%
Financials 19.28% 1.10%
Health Care 18.17% -0.49%
Technology 16.32% -1.83%
Industrials 15.41% -0.71%
Real Estate 5.03% -2.12%
Energy 4.63% -0.11%
LDGF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
LDGF -0.00% 0.31% 0.31% -1.18%
S&P 500 -0.85% 1.11% 1.11% 0.00%
NASDAQ -1.27% 0.00% 0.00% 0.00%
LDGF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 30 Days -1.11% -1.42% 0.31%
Last 3 Months -6.34% -4.52% -1.82%
Last 6 Months 1.53% 4.69% -3.16%
Last 12 Months 13.73% 15.59% -1.86%
Last 2 Years 36.93% 32.31% 4.62%
Last 3 Years 30.67% 35.57% -4.90%
Last 5 Years 133.15% 90.53% 42.62%
Since Inception 141.21% 131.95% 9.26%
(Annualized) 13.42% 12.79% 0.63%
Data as of: 04/20/2018
LDGF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
LDGF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 UVE 363.91%
2 PLOW 101.62%
3 KINS 73.02%
4 CMI 66.34%
5 ABBV 59.67%
Position Symbol Inception Return
1 SKT -15.58%
2 GILD -14.82%
3 VTR -13.17%
4 PAG -6.66%
5 PM -3.61%