Hilton Tactical Income Fund Institutional Class HCYIX Strategy
Strategy
The investment seeks income with a secondary investment objective of capital appreciation consistent with the preservation of capital. The fund utilizes a disciplined approach to balancing fixed income investments with historically higher income producing equity investments, with a focus on minimizing risk and volatility. The fund's subadviser generally seeks to mitigate portfolio risk and volatility by creating a diversified portfolio of income producing securities that offer the potential for capital appreciation but also may invest in options to attempt to hedge volatility and portfolio risks.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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HCYAX
| Hilton Tactical Income Fund Investor Class | No Load | Open | $3.89M | 1.290% | Below Average | $2,500 | −$345,499.21 | |||
HCYIX
| Hilton Tactical Income Fund Institutional Class | Institutional | Open | $121.95M | 1.040% | Below Average | $50,000 | −$3.78M |