HW AMP P Aggressive Plus (S:0P0001CSP3)
17.33
+0.64
(+3.84%)
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 13, 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 |
|---|---|---|---|
| AB Large Cap Growth Fund Advisor | 25.75% | 115.70 | 0.11% |
| ClearBridge Large Cap Value Fund I | 25.75% | 40.12 | -0.10% |
| Federated Hermes International Leaders Fund IS | 13.56% | 45.94 | 0.50% |
| DFA Emerg Markets ex China Core Equity Portfolio I | 7.51% | 12.88 | 0.55% |
| AQR Diversifying Strategies Fund I | 6.00% | 14.13 | -0.07% |
| T Rowe Price International Discovery Fund I | 3.15% | 77.87 | 0.69% |
| DFA Commodity Strategy Portfolio | 2.78% | 4.84 | 1.68% |
| First Eagle Gold Fund I | 2.78% | 65.07 | 3.14% |
| BlackRock Global Equity Market Neutral Fund Inst | 2.00% | 14.83 | 0.34% |
| BlackRock Systematic Multi-Strategy Fund Inst | 2.00% | 10.37 | 0.19% |
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 | -- |