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 March 02, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Johnson & Johnson | 5.00% | 247.61 | -0.33% |
| Microsoft Corp. | 5.00% | 400.19 | 1.90% |
| Berkshire Hathaway, Inc. | 5.00% | 480.90 | -4.76% |
| Apple, Inc. | 5.00% | 265.92 | 0.66% |
| Walmart, Inc. | 5.00% | 127.96 | 0.01% |
| NVIDIA Corp. | 5.00% | 182.60 | 3.05% |
| Exxon Mobil Corp. | 4.73% | 153.81 | 0.86% |
| AbbVie, Inc. | 3.60% | 233.10 | 0.44% |
| Cisco Systems, Inc. | 3.04% | 78.64 | -1.04% |
| Chevron Corp. | 2.91% | 188.26 | 0.80% |
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 | -- |