CAM WealthSelect Strategic Growth (S:0P0001V7G9)
12.37
+0.14
(+1.17%)
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 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF | 19.06% | 77.19 | 0.09% |
| JPMorgan Active Value ETF | 15.52% | 71.98 | 0.00% |
| Harbor International Core Fund Institutional | 10.90% | 17.42 | -0.74% |
| Capital Group Growth ETF | 10.35% | 40.41 | -0.47% |
| Causeway International Value Fund Instl | 7.78% | 22.60 | -0.88% |
| PIMCO RAE Emerging Markets Fund Inst | 7.78% | 12.92 | -0.15% |
| Touchstone Small Company Fund Y | 6.73% | 7.16 | 0.00% |
| iShares MSCI EAFE Growth ETF | 4.67% | 112.84 | -0.76% |
| DWS RREEF Real Assets Fund Institutional | 3.96% | 13.88 | 0.58% |
| Fidelity Total Bond ETF | 3.45% | 45.71 | 0.22% |
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 | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |