NasdaqGM - Delayed Quote USD

Hundredfold Select Alternative Svc (SFHYX)

22.12
-0.06
(-0.27%)
As of 8:08:59 AM EDT. Market Open.
Loading Chart for SFHYX
  • Previous Close 22.18
  • YTD Return 1.36%
  • Expense Ratio 2.90%
  • Category Tactical Allocation
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 143.16M
  • Beta (5Y Monthly) 0.46
  • Yield 5.60%
  • 5y Average Return --
  • Holdings Turnover 505.00%
  • Last Dividend 1.25
  • Inception Date Oct 24, 2012

The fund invests in any combination of equity and fixed-income securities based on market conditions and trends and the Subadviser's expectations and assessment of risks. It may invest directly in equity and fixed-income securities. The fund will primarily invest in such securities indirectly through vehicles that invest in or instruments that are a derivative of such securities, primarily including other investment companies, exchange-traded funds ("ETFs"), futures contracts, swap agreements, naked and covered options on such instruments and currencies.

Advisors Preferred

Fund Family

Tactical Allocation

Fund Category

143.16M

Net Assets

2012-10-24

Inception Date

Performance Overview: SFHYX

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Trailing returns as of 4/2/2025. Category is Tactical Allocation.

YTD Return

SFHYX
1.36%
Category
9.69%
 

1-Year Return

SFHYX
4.51%
Category
27.45%
 

3-Year Return

SFHYX
0.99%
Category
8.85%
 

5-Year Return

SFHYX
7.96%
Category
8.56%
 

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Holdings: SFHYX

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Sector Weightings

SectorSFHYX
Energy   64.15%
Industrials   5.65%
Healthcare   4.97%
Real Estate   4.60%
Technology   4.34%
Utilities   0.00%

Recent News: SFHYX

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Research Reports: SFHYX

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