Name Funds
holding
Growth Growth % Return since
30 Jun ‘24
2001
154 -7 -4% 57%
2002
219 -10 -4% 45.2%
2003
109 -5 -4% 158%
SXC icon
2004
SunCoke Energy
SXC
$540M
218 -10 -4% 33.6%
2005
174 -8 -4% 180%
2006
174 -8 -4% 22.1%
2007
65 -3 -4% 18.6%
2008
65 -3 -4% 34.8%
2009
130 -6 -4% 6.86%
2010
260 -12 -4% 2.18%
TRIN icon
2011
Trinity Capital
TRIN
$1.3B
86 -4 -4% 12%
2012
86 -4 -4% 38.5%
2013
172 -8 -4% 27.8%
2014
235 -11 -4% 90.4%
2015
64 -3 -4% 4.11%
2016
106 -5 -5% 22.2%
2017
106 -5 -5% 0.84%
2018
106 -5 -5% 27.6%
2019
296 -14 -5% 62.5%
2020
63 -3 -5% 7.79%
2021
147 -7 -5% 39.7%
2022
210 -10 -5% 27.1%
2023
312 -15 -5% 63.6%
2024
145 -7 -5% 63.5%
2025
124 -6 -5% 56.4%