Hudson Edge Mid-Cap Value Equity (S:0P00003HER)
99.59
-5.49
(-5.22%)
USD |
Mar 31 2026
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 April 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Warner Bros. Discovery, Inc. | 3.44% | 27.39 | -0.07% |
| CVS Health Corp. | 3.29% | 78.22 | 6.74% |
| Aflac, Inc. | 2.91% | 110.51 | 0.23% |
| Jabil, Inc. | 2.91% | 272.90 | 2.03% |
| Marathon Petroleum Corp. | 2.85% | 245.54 | 1.71% |
| Capital One Financial Corp. | 2.85% | 180.85 | -1.82% |
| United Rentals, Inc. | 2.69% | 732.50 | -0.54% |
| M&T Bank Corp. | 2.65% | 212.19 | 0.08% |
| MetLife, Inc. | 2.55% | 71.19 | 0.21% |
| Simon Property Group, Inc. | 2.51% | 190.63 | 0.21% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
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 | -- |