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Nasdaq - Delayed Quote USD

FS Chiron Capital Allocation Class I (CCAPX)

12.85
0.00
(0.00%)
As of April 21 at 8:00:11 PM EDT. Market Open.

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Schwab Institutional
  • JPMorgan
  • Merrill Lynch
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • WFA MF Advisory Updated 4.1.25
  • RBC Wealth Management-Network Eligible
  • Morgan Stanley Consulting Group Advisor
  • Morgan Stanley Select UMA
  • Morgan Stanley TRAK Fund Solution
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 4.1.25
  • RBC Wealth Management-Wrap Eligible
  • Securities America Inc.
  • Morgan Stanley Portfolio Management
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund seeks to achieve its objective by allocating its assets among equity, debt, precious metals and cash investments in markets around the globe. The adviser intends to allocate net exposure of 25-80% of its net assets in Equity, net exposure of 10-55% of its net assets in Debt, net exposure of 0-15% of its net assets in Precious Metals. The adviser may use derivatives, including options, futures, swaps and currency forward contracts, to attempt to both increase the return of it and hedge (protect) the value of the fund's assets.

Fund Overview

Category World Allocation
Fund Family Chiron Investment Management
Net Assets 223.77M
YTD Return -3.53%
Yield 3.77%
Morningstar Rating
Inception Date Nov 30, 2015

Performance & Risk

YTD Return -3.77%
5y Average Return 8.19%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

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