HW AMP Moderate (S:0P0001CSP2)
16.80
+0.13
(+0.76%)
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 May 22, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Federated Hermes Total Return Bond Fund Inst | 18.35% | 9.38 | 0.11% |
| DFA Investment Grade Portfolio | 18.35% | 10.10 | 0.10% |
| AB Large Cap Growth Fund Advisor | 14.23% | 117.78 | -0.11% |
| Putnam Focused Large Cap Value ETF | 14.23% | 50.10 | 0.52% |
| Federated Hermes International Leaders Fund IS | 7.49% | 46.78 | 0.65% |
| DFA Emerg Markets ex China Core Equity Portfolio I | 4.15% | 15.87 | 2.06% |
| BlackRock Systematic Multi-Strategy Fund Inst | 4.00% | 10.33 | 0.00% |
| AQR Diversifying Strategies Fund I | 3.00% | 14.73 | 0.00% |
| BlackRock Global Equity Market Neutral Fund Inst | 3.00% | 15.95 | 0.00% |
| Eaton Vance Emerging Markets Debt Opportunities I | 1.83% | 8.58 | 0.12% |
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 | -- |
| 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 | -- |