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Savos Dynamic Hedging Fund

SVDHX:US
NASDAQ GM
12.53
USD
0.09
0.70%
As of 1/12/2018
Fund Type
Open-End Fund
52Wk Range
10.12 - 12.53
1 Yr Return
23.06%
YTD Return
4.31%
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Previous Close
12.44
52Wk Range
10.12 - 12.53
1 Yr Return
23.54%
YTD Return
4.31%
Fund Type
Open-End Fund
Objective
Dynamic Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 01/12/2018)
12.527
Total Assets (m USD) (on 01/12/2018)
121.892
Inception Date
12/07/1998
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
JASON THOMAS / RAJ SHARAN
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
1.20%
Expense Ratio
1.53%

Top Fund Holdings

Name Position Value % of Fund
34.00 k 33.97 m 31.29
18.00 k 18.00 m 16.58
8.00 k 7.99 m 7.36
4.20 k 4.17 m 3.84
4.00 k 3.94 m 3.63
3.50 k 3.49 m 3.21
3.00 k 2.99 m 2.75
3.00 k 2.93 m 2.70
2.92 m 2.92 m 2.69
2.50 k 2.49 m 2.29
Profile
Savos Dynamic Hedging Fund is an open-end fund incorporated in the USA. The Fund aims to partially offset extreme declines in the equity markets while also seeking to provide positive total returns in rising markets. The Fund invests in equity securities that represent the U.S. equity markets, derivative instruments related to the U.S. equities market and fixed income instruments.
Address
Savos Investments Trust
1655 Grant Street
10th Floor
Concord, CA 94520
Phone
-
Website
-