Morningstar

Connors Hedged Equity Fund Institutional Class CVRDX

Morningstar Medalist Rating
Medalist Rating as of | See Connors Investor Investment Hub
  • NAV / 1-Day Return 14.80  /  +0.27 %
  • Total Assets 66.5M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Equity Hedged
  • Investment Style Large Blend
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 0.33%
  • Turnover 38%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:50 AM GMT+0

Morningstar’s Analysis CVRDX

Will CVRDX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CVRDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CVRDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CVRDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Connors Hedged Equity Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CVRDX

More CVRDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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NVIDIA Corp

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Alphabet Inc Class A

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Communication Services

Microsoft Corp

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Amazon.com Inc

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Consumer Cyclical

Williams Companies Inc

2.71 2M
Energy

Broadcom Inc

2.47 1M
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Cisco Systems Inc

2.45 1M
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JPMorgan Chase & Co

2.43 1M
Financial Services

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