HW SIP Moderate (S:0P0000XOW7)
16.98
+0.51
(+3.09%)
USD |
Jun 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 15, 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 |
|---|---|---|---|
| iShares Core US Aggregate Bond ETF | 36.69% | 100.25 | -0.10% |
| iShares Core S&P 500 ETF | 28.45% | 694.72 | 0.18% |
| Goldman Sachs Absolute Return Tracker Fund Inst | 10.00% | 10.85 | -0.09% |
| iShares Core MSCI EAFE ETF | 7.49% | 92.50 | -0.02% |
| iShares MSCI Emerging Markets ex China ETF | 4.15% | 77.22 | 0.77% |
| iShares Core S&P Mid-Cap ETF | 1.93% | 70.30 | 1.25% |
| iShares JPMorgan USD Emerging Markets Bond ETF | 1.83% | 96.40 | 0.05% |
| Schwab International Small-Cap Equity ETF | 1.74% | 47.40 | 0.23% |
| DFA Commodity Strategy Portfolio | 1.51% | 4.91 | 0.82% |
| SPDR Gold Shares | 1.51% | 423.20 | -0.64% |
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 | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |