PHE.TO
PHE.TO
Purpose Tactical Hedged Equity Fund • Purpose Investments
$40.47 ▲ 0.07% (+0.03)
Managing Company Purpose Investments
Asset Under Management $32.90M
Inception Date Sep 3, 2013
Expense Ratio 0.80%
52w High $40.58
52w Low $32.89
Volume 1
Avg Volume 391
Asset Class Equity
About Purpose Tactical Hedged Equity Fund
Complements and diversifies overall equity exposure by actively selecting high-quality US stocks,Options-based hedging strategy to minimize drag in positive markets while providing material protection against a significant market decline.,Tax-efficient returns from its corporate class structure
Managing Company Purpose Investments
Asset Under Management $32.90M
Inception Date Sep 3, 2013
Expense Ratio 0.80%
52w High $40.58
52w Low $32.89
Volume 1
Avg Volume 391
Asset Class Equity
About Purpose Tactical Hedged Equity Fund
Complements and diversifies overall equity exposure by actively selecting high-quality US stocks,Options-based hedging strategy to minimize drag in positive markets while providing material protection against a significant market decline.,Tax-efficient returns from its corporate class structure
HOLDINGS (Top 20)
No holdings data available.
SECTOR HOLDINGS
Technology
Financial Services
Communication Services
Consumer Cyclical
Healthcare
Industrials
Consumer Defensive
Energy
Basic Materials
Utilities
Real EstateASSET ALLOCATION BY REGION
United States
Ireland Other
2.99%
United Kingdom
CanadaSECTOR HOLDINGS
Technology Financial Services Communication Services Consumer Cyclical Healthcare Industrials Consumer Defensive Energy Basic Materials Utilities Real EstateASSET ALLOCATION BY REGION
United States Ireland Other
2.99% United Kingdom CanadaHoldings (Top 20)
No holdings data available.