Overview

Fund Category
Net Assets
22.43
Minimum Investment
$2500
1 Day Change
-1.34
1 Day Return
-1.34
1 Month Return
-2.17
YTD Return
-1.48
5 Year Return
4.04
Expense Ratio
1.29%
Minimum Investment
$2500
Morningstar Rating
3
NAV
-0.13
Security Type
Open-End
Share Class
Other
Stock dividend price
$0.00
Ticker Symbol
HLPPX
Timestamp from when the data was fetched
Sep. 27 2023

Performance Details

Performance Date
Aug. 31 2023
Performance
4.66%
Performance: 3 Years
8.60%
Performance: 5 Years
2.68%

Fund information

Fund Provider
Inception Date
Fund Managers
Edward Turville
John Webster
Primary Perspective Benchmark