HCP Low Volatility Equity Strategy (S:0P0001TZ65)
16.08
+0.33
(+2.07%)
USD |
Feb 28 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 April 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Johnson & Johnson | 5.01% | 238.60 | -0.98% |
| NVIDIA Corp. | 5.00% | 175.81 | -1.03% |
| Alphabet, Inc. | 5.00% | 303.56 | 1.19% |
| Apple, Inc. | 5.00% | 251.75 | -2.75% |
| Microsoft Corp. | 4.99% | 370.94 | -0.52% |
| Berkshire Hathaway, Inc. | 4.98% | 477.48 | 0.23% |
| Exxon Mobil Corp. | 4.56% | 162.37 | -0.61% |
| Cisco Systems, Inc. | 3.05% | 80.55 | 0.14% |
| Chevron Corp. | 2.94% | 200.62 | 0.89% |
| Lam Research Corp. | 2.90% | 222.18 | 0.69% |
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 | -- |