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 23, 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% | 61.03 | -0.08% |
| VeriSign, Inc. | 3.00% | 251.50 | -0.50% |
| Lockheed Martin Corp. | 3.00% | 593.91 | 1.31% |
| Waste Management, Inc. | 3.00% | 229.00 | 1.11% |
| Otis Worldwide Corp. | 3.00% | 90.27 | 0.88% |
| Republic Services, Inc. | 3.00% | 215.75 | 0.68% |
| Vertex Pharmaceuticals, Inc. | 3.00% | 467.35 | 1.35% |
| Regeneron Pharmaceuticals, Inc. | 3.00% | 755.51 | 0.82% |
| O'Reilly Automotive, Inc. | 3.00% | 98.88 | 0.10% |
| Colgate-Palmolive Co. | 3.00% | 85.81 | 1.27% |
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 | -- |