Churchill Premier Wealth Tactical Core M (S:0P0001N1NN)
80.62
+0.06
(+0.07%)
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 April 01, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Vanguard Information Technology Index Fund ETF | 18.61% | 697.72 | 4.34% |
| Invesco QQQ Trust, Series 1 | 16.02% | 577.18 | 3.39% |
| iShares Core S&P 500 ETF | 11.62% | 653.21 | 2.88% |
| Vanguard 500 Index Fund ETF | 11.12% | 597.55 | 2.86% |
| State Street SPDR S&P 500 ETF Trust | 10.74% | 650.34 | 2.91% |
| Vanguard Value Index Fund ETF | 10.11% | 196.20 | 1.64% |
| iShares Russell 1000 ETF | 6.20% | 356.56 | 2.85% |
| iShares Russell 1000 Growth | 5.30% | 426.40 | 3.77% |
| State Street SPDR Dow Jones Indust Avg ETF Trust | 5.26% | 463.19 | 2.46% |
| VanEck Semiconductor ETF | 5.02% | 383.40 | 5.76% |
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 | -- |