Kingsview Core Balanced (S:0P0001I7Y9)
19.05
+0.88
(+4.87%)
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 |
|---|---|---|---|
| State Street SPDR Portfolio Short Trm Treasury ETF | 12.25% | 29.04 | 0.14% |
| State Street SPDR Portfolio Short Trm Corp Bd ETF | 12.18% | 30.02 | 0.10% |
| State Street SPDR Portfolio S&P 500 Growth ETF | 10.34% | 119.74 | 1.23% |
| State Street SPDR Portfolio S&P 500 Value ETF | 10.33% | 61.04 | -0.06% |
|
Stt Strt SPDR S&P 500 ETF
|
10.28% | -- | -- |
| State Street SPDR Portfolio Int Term Treasury ETF | 9.83% | 28.36 | 0.30% |
| State Street SPDR Portfolio Long Term Treasury ETF | 7.24% | 25.86 | 0.56% |
| State Street SPDR Portfolio Devt World ex-US ETF | 5.93% | 51.13 | 1.83% |
| State Street SPDR S&P 600 Small Cap Value ETF | 5.34% | 104.58 | 1.18% |
| State Street SPDR S&P 400 Mid Cap Growth ETF | 2.65% | 108.76 | 1.89% |
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 | -- |