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FISCX
F.I.S.T. Convertible Securities Fund Class A
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FISCX Mutual Fund Price & Analysis

The investment seeks to maximize total return, consistent with reasonable risk, by seeking to optimize capital appreciation and high current income under varying market conditions. The fund normally invests at least 80% of its net assets in convertible securities. It may invest up to 100% of its assets in securities that are rated below investment grade; however, the fund will not invest more than 10% of its assets in non-convertible debt securities rated below B. It may invest up to 20% of its net assets in other securities, such as common or preferred stocks and non-convertible debt securities.

FISCX Mutual Fund Chart & Stats

$25.40
$0.21(0.83%)
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Top 10 Holdings

Name
Weight %
USD_CASH
Institutional Fiduciary Trust - Money Market Portfolio
5.28%
USD_CASH
Cloudflare, Inc.
2.49%
USD_CASH
Welltower OP LLC
2.26%
USD_CASH
Snowflake, Inc.
2.16%
APO.PRA
Apollo Global Management, Inc.
2.14%
HPE.PRC
Hewlett Packard Enterprise Co.
2.13%
USD_CASH
Burlington Stores, Inc.
2.11%
USD_CASH
Wayfair, Inc.
2.11%
ARES.PRB
Ares Management Corp.
2.10%
USD_CASH
DoorDash, Inc.
2.06%
Total24.83%

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