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FS Chiron Capital Allocation C (CCPCX)

13.38 +0.10 (+0.75%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Commonwealth Universe
  • Scottrade TF
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • 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 489.28M
YTD Return 5.95%
Yield 1.29%
Morningstar Rating
Inception Date Jul 16, 2021

Performance & Risk

YTD Return 4.15%
5y Average Return 0.00%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

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