Churchill Moderately Aggressive (S:0P00013MZX)
33.40
+0.16
(+0.48%)
USD |
Dec 31 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 April 01, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| State Street Technology Select Sector SPDR ETF | 19.76% | 132.90 | 4.24% |
| Vanguard Information Technology Index Fund ETF | 9.52% | 697.72 | 4.34% |
| State Street Financial Sel Sec SPDR ETF | 8.65% | 49.37 | 2.09% |
| Invesco QQQ Trust, Series 1 | 7.91% | 577.18 | 3.39% |
| State Street Com Svc Sel Sec SPDR ETF | 7.74% | 110.86 | 2.69% |
| State Street SPDR S&P 500 ETF Trust | 5.77% | 650.34 | 2.91% |
| iShares Core S&P 500 ETF | 5.62% | 653.21 | 2.88% |
| Vanguard 500 Index Fund ETF | 5.49% | 597.55 | 2.86% |
| Vanguard Value Index Fund ETF | 4.95% | 196.20 | 1.64% |
| State Street Cons Disc Sel Sect SPDR Income ETF | 4.66% | 108.98 | 3.14% |
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 | -- |