NasdaqGM - Delayed Quote USD

MDP Low Volatility Fund Class I (0P0001O5R9)

10.72 +0.07 (+0.66%)
At close: April 5 at 4:00:00 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
10
Min Subsequent Investment, AIP
10

Broker Availability

Fund Summary

The fund adviser uses a variety of options strategies to obtain exposure to the S&P 500 Index, its primary benchmark, or other broad-based equity market indices through investments in a variety of financial instruments, including but not limited to index derivatives, options, exchange-traded funds (“ETFs”), and futures and forward contracts.

Fund Overview

Category Large Blend
Fund Family MDP Fund
Net Assets 987.5k
YTD Return 5.89%
Yield 0.00%
Morningstar Rating --
Inception Date Mar 14, 2022

Performance & Risk

YTD Return 4.62%
5y Average Return 0.00%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Related Tickers