HW AMP P Conservative (S:0P0001CSPI)
14.01
+0.32
(+2.31%)
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 14, 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 |
|---|---|---|---|
| Federated Hermes Total Return Bond Fund Inst | 27.58% | 9.60 | 0.10% |
| DFA Investment Grade Portfolio | 27.58% | 10.20 | 0.10% |
| AB Large Cap Growth Fund Advisor | 8.47% | 115.05 | -0.56% |
| ClearBridge Large Cap Value Fund I | 8.47% | 40.08 | -0.10% |
| iShares Flexible Income Active ETF | 5.00% | 53.02 | 0.10% |
| Federated Hermes International Leaders Fund IS | 4.46% | 45.71 | -0.50% |
| JPMorgan Equity Premium Income ETF | 3.00% | 58.18 | -0.12% |
| Eaton Vance Emerging Markets Debt Opportunities I | 2.70% | 8.43 | 0.12% |
| DFA Emerg Markets ex China Core Equity Portfolio I | 2.47% | 12.85 | -0.23% |
| BlackRock Systematic Multi-Strategy Fund Inst | 2.00% | 10.37 | 0.00% |
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 | -- |
| 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 | -- |
| Attributes | |
| Socially Responsible Fund | -- |