SPEND LIFE WISELY FUNDS INVESTMENT TRUST 2026财年业绩披露

SPEND LIFE WISELY FUNDS INVESTMENT TRUST 2026财年回报率5.01%，跑输Russell 2000 Growth指数28.42%。基金净资产1,226万美元，年费1.17%，前十大持仓占30.28%。医疗保健和工业行业配置较高，投资面临小盘股及市场波动风险。