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Ziegler FAMCO Hedged Equity Fund Institutional Class (SHLDX)

The Ziegler FAMCO Hedged Equity Fund Institutional Class (SHLDX) is a mutual fund that aims to provide investors with a diversified portfolio of equities while also implementing hedging strategies to mitigate risk. This fund is designed for institutional investors and seeks to generate long-term capital appreciation. It primarily invests in large-cap companies and uses hedging techniques such as options and futures contracts to protect against market downturns. With a focus on risk management, this fund may be suitable for investors looking for a balanced approach to equity investing.

SHLDX Mutual Fund Chart & Stats

$10.30
At close: 4:00 PM EST
$9.5$10$10.5Oct 12Oct 19Oct 26Nov 2
Previous Close
$10.30
Sub-Category
Other
Total Liabilities
$283.36K
Expense Ratio
0.70%
Holding Count
100
Brand
Trust For Advised Portfolios
Category
Alternative
Total Assets
19.64M
Shares Outstanding
N/A
52-Week Range
$10.30 - $10.30