HCP Low Volatility Equity Strategy (S:0P0001TZ65)
15.75
+0.40
(+2.58%)
USD |
Jan 31 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 February 27, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Johnson & Johnson | 5.00% | 243.47 | -0.69% |
| Microsoft Corp. | 5.00% | 401.72 | 0.28% |
| Berkshire Hathaway, Inc. | 5.00% | 502.67 | 1.76% |
| Apple, Inc. | 5.00% | 272.95 | -0.47% |
| Walmart, Inc. | 5.00% | 124.42 | -1.06% |
| NVIDIA Corp. | 5.00% | 184.89 | -5.46% |
| Exxon Mobil Corp. | 4.73% | 148.54 | -0.35% |
| AbbVie, Inc. | 3.60% | 224.69 | -0.98% |
| Cisco Systems, Inc. | 3.04% | 78.10 | -1.29% |
| Chevron Corp. | 2.91% | 184.16 | -0.03% |
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 | -- |