Hudson Edge Large Cap Value Equity (S:0P00003HB6)
285.23
+8.71
(+3.15%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 02, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| JPMorgan Chase & Co. | 2.91% | 325.48 | 1.01% |
| Citigroup, Inc. | 2.90% | 118.70 | 1.72% |
| State Street Corp. | 2.62% | 129.04 | 0.02% |
| Lockheed Martin Corp. | 2.56% | 497.07 | 2.77% |
| Huntington Bancshares, Inc. | 2.46% | 17.48 | 0.72% |
| Applied Materials, Inc. | 2.42% | 268.82 | 4.61% |
| M&T Bank Corp. | 2.41% | 204.05 | 1.28% |
| Johnson & Johnson | 2.38% | 207.36 | 0.20% |
| Snap-On, Inc. | 2.35% | 350.63 | 1.75% |
| American Electric Power Co., Inc. | 2.34% | 115.82 | 0.44% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |