Winthrop CIO Equity Low Volatility (S:0P0001INMH)
10.00
0.00 (0.00%)
USD |
Sep 30 2022
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 18, 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 |
|---|---|---|---|
| Altria Group, Inc. | 3.00% | 61.76 | 0.29% |
| VeriSign, Inc. | 3.00% | 249.47 | 0.10% |
| Lockheed Martin Corp. | 3.00% | 582.43 | 0.79% |
| Waste Management, Inc. | 3.00% | 221.23 | 0.62% |
| Otis Worldwide Corp. | 3.00% | 90.16 | -0.21% |
| Republic Services, Inc. | 3.00% | 210.96 | 0.08% |
| Vertex Pharmaceuticals, Inc. | 3.00% | 441.36 | 0.56% |
| Regeneron Pharmaceuticals, Inc. | 3.00% | 733.04 | -1.20% |
| O'Reilly Automotive, Inc. | 3.00% | 94.70 | 1.13% |
| Colgate-Palmolive Co. | 3.00% | 84.52 | 0.21% |
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 | -- |
| Attributes | |
| Socially Responsible Fund | -- |