Morningstar

Timber Point Global Allocations Fund Institutional Class Shares CGHIX

Medalist Rating as of Aug 31, 2026 See Crow Point Partners Investment Hub

Strategy

The investment seeks superior risk adjusted total returns by investing across a wide variety of global assets. The advisor intends to achieve its investment objective by utilizing an asset allocation strategy to invest in a global portfolio of uncorrelated assets that can include exposure, through underlying vehicles, to common stocks and other investments. The fund invests primarily in common stocks of all issuers, ETFs and mutual funds, closed-end funds, and private funds such as hedge funds, private equity funds, and fund-of-funds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CGHIX	Timber Point Global Allocations Fund Institutional Class Shares	Institutional	Open			Apr 10, 2013	$29.94M	2.180%	High	$1,000	$1.52M

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