Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund (SHLDX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 09:00PM EDT
Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund
Milwaukee, WI 53202
615 East Michigan Street
414-287-3700
Management information
,Lead manager since 28 November 2016
Davis Rushing has been a registered representative of the Adviser since 2016 and has served as a Managing Director of USCA since 2015. At USCA, Mr. Rushing manages approximately hunderds of million for clients in separate accounts that have a substantially similar investment strategy as the Fund. Prior to joining USCA, from 2011 to 2015, Mr. Rushing served as a portfolio manager in UBS’ “Portfolio Management Program,” which employs a similar strategy as the Fund.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryOptions Trading
Fund familyZiegler
Net assets18.38M
YTD return5.86%
Yield2.60%
Morningstar rating★★
Inception date28 Nov 2016
Fund operations
Last dividend0.20
Last cap gain1.00
Holdings turnover77.00%
Average for categoryN/A
Fees and expenses
ExpenseSHLDXCategory average
Annual report expense ratio (net)0.70%1.20%
Prospectus net expense ratio0.70%N/A
Prospectus gross expense ratio1.33%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.52%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.