Churchill Moderate (S:0P00014JME)
31.67
-1.59
(-4.79%)
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 May 14, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| State Street Technology Select Sector SPDR ETF | 13.47% | 179.90 | 1.72% |
| Invesco QQQ Trust, Series 1 | 12.93% | 721.56 | 0.96% |
| iShares Core S&P 500 ETF | 9.28% | 752.59 | 0.92% |
| State Street SPDR S&P 500 ETF Trust | 9.00% | 749.07 | 0.91% |
| Vanguard 500 Index Fund ETF | 9.00% | 688.69 | 0.92% |
| Vanguard Value Index Fund ETF | 8.82% | 209.57 | 0.58% |
| Vanguard Information Technology Index Fund ETF | 6.99% | 115.46 | 1.77% |
| State Street Com Svc Sel Sec SPDR ETF | 5.16% | 117.81 | 0.90% |
| iShares Russell 1000 ETF | 5.01% | 408.20 | 0.96% |
| State Street SPDR Dow Jones Indust Avg ETF Trust | 4.22% | 501.51 | 0.88% |
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 | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |