NasdaqGM - Delayed Quote USD

Beacon Planned Return Strategy (0P0001B84X)

10.84 +0.02 (+0.18%)
At close: April 5 at 4:00 PM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

Fund Summary

The fund seeks to capture most of the returns generated by U.S. equity markets in rising markets, and to protect against the market losses in declining markets. Its investment strategy aims to provide a cushion against certain losses in the U.S. equity markets. The fund seeks to accomplish its goal of mitigating downside risk in the equity markets by hedging the portfolio through the purchase of put options. Each put option helps to protect against losses in the U.S. equity indices. The fund is non-diversified.

Fund Overview

Category Options Trading
Fund Family Beacon Investment Advisory
Net Assets 370.79M
YTD Return 3.23%
Yield 0.00%
Morningstar Rating
Inception Date Oct 02, 2017

Performance & Risk

YTD Return 2.85%
5y Average Return 7.80%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.61
Morningstar Risk Rating

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