HW SIP Aggressive Plus (S:0P0001CSPL)
20.89
+0.17
(+0.83%)
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 June 11, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares Core S&P 500 ETF | 51.51% | 737.14 | 1.13% |
| iShares Core MSCI EAFE ETF | 13.56% | 96.98 | 2.22% |
| Goldman Sachs Absolute Return Tracker Fund Inst | 10.00% | 11.18 | -0.71% |
| iShares MSCI Emerging Markets ex China ETF | 7.51% | 97.86 | 3.91% |
| iShares Core S&P Mid-Cap ETF | 3.48% | 75.12 | 2.00% |
| Schwab International Small-Cap Equity ETF | 3.15% | 49.11 | 2.53% |
| DFA Commodity Strategy Portfolio | 2.78% | 5.84 | 0.17% |
| SPDR Gold Shares | 2.78% | 380.83 | 1.67% |
| iShares Global Infrastructure ETF | 1.84% | 66.80 | 1.14% |
| iShares Russell 2000 ETF | 1.39% | 288.53 | 2.30% |
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 | -- |