LightPoint Balanced MF/ETF (S:0P0001HRX8)
16.23
+0.93
(+6.04%)
USD |
Apr 30 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 27, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Praxis Impact Bond Fund A | 21.60% | 9.47 | 0.32% |
| DFA International Social Core Eqty Portfolio Inst | 12.75% | 21.24 | 1.53% |
| PIMCO StocksPLUS Fund I-3 | 9.20% | 13.74 | 0.66% |
| Praxis International Index Fund A | 7.75% | 18.09 | 1.74% |
| Calvert Flexible Bond Fund A | 6.00% | 14.82 | 0.34% |
| Eventide Dividend Growth Fund N | 6.00% | 22.42 | 1.22% |
| Matthews Emerging Markets Small Companies Fd Instl | 6.00% | 32.45 | 2.27% |
| Crossmark Large Cap Growth ETF | 5.75% | 29.19 | 0.83% |
| Crossmark Large Cap Value ETF | 5.75% | 29.63 | 0.72% |
| Schwab Intermediate-Term US Treasury ETF | 5.40% | 24.66 | 0.06% |
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 | -- |