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Purpose Tactical Hedged Equity D

PFC303
21.65
+0.07
+0.32%
2017-10-18
5 Years
  • Previous Close

    21.58

  • Net Assets

    32.49K

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Alternative Strategies

  • Morningstar Risk

    -

  • Morningstar Rating -
Profile

Name of Issuer

Purpose Investments Inc.

Fund Style

Open

Fund Manager

Not Disclosed

Investment Style

Medium Value

The Purpose Tactical Hedged Equity Fund seeks to provide shareholders with (i) consistent long-term capital appreciation with an attractive risk-adjusted rate of return investing in a portfolio of American equities; and (ii) provide less volatility and low correlation to North American equity markets by hedging the fund’s exposure to overall market risk.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 5,000
Initial Purchase: AIP 5,000

Inception

2014-05-09

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