Ziegler FAMCO Hedged Equity Fund Institutional Class
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
- 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 - $10.30
SHLDX Mutual Fund News
Nvidia H200 Chips Reached China’s Military-Linked University Despite U.S. Curbs
Nvidia ($NVDA) H200 AI chips have reportedly reached a Chinese university despite U.S. export restrictions. Reuters reported that Northwestern Polytechnical University, with close ties to the People’s Liberation Army (PLA)
SHLDX Mutual Fund Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| AAPLApple Inc | 6.99% |
| MSFTMicrosoft | 6.45% |
| GOOGLAlphabet Inc. Class A | 2.66% |
| AMZNAmazon.Com, Inc. | 2.60% |
| BRK.BBerkshire Hathaway B | 2.53% |
| UNHUnitedhealth Group Inc. | 2.46% |
| NVDANvidia Corporation | 2.44% |
| METAMeta Platforms, Inc. | 2.30% |
| XOMExxon Mobil Corp. | 1.94% |
| JPMJPMorgan Chase & Co. | 1.92% |
| Total | 32.28% |
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