Churchill Premier Wealth Tactical Core (S:0P00013MZR)
68.53
+2.40
(+3.63%)
USD |
Sep 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 December 29, 2025.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Invesco QQQ Trust, Series 1 | 16.42% | 619.92 | -0.64% |
| iShares Core S&P 500 ETF | 12.00% | 690.33 | -0.42% |
| Vanguard 500 Index Fund ETF | 11.30% | 632.11 | -0.43% |
| SPDR S&P 500 ETF Trust | 11.20% | 687.30 | -0.44% |
| Vanguard Information Technology Index Fund ETF | 11.09% | 760.44 | -0.88% |
| Vanguard Value Index Fund ETF | 10.35% | 192.62 | -0.08% |
| iShares Russell 1000 ETF | 6.38% | 376.24 | -0.49% |
| iShares Russell 1000 Growth | 5.55% | 477.30 | -0.63% |
| SPDR Dow Jones Industrial Average ETF Trust | 5.34% | 484.61 | -0.50% |
| Vanguard Small-Cap Index Fund ETF | 5.22% | 261.07 | -0.67% |
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 | -- |