Morningstar

Hilton Tactical Income Fund Institutional Class HCYIX

Morningstar Medalist Rating
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Medalist Rating as of See Direxion Investment Hub
  • NAV / 1-Day Return $18.26  /  −0.05 %
  • Fund Size $126.4M
  • Adjusted Expense Ratio 1.040%
  • Net Expense Ratio 0.870%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Tactical Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 4.18%
  • Turnover Ratio 92%
NAV and 1-Day Return as of

Morningstar’s Analysis HCYIX

Will HCYIX 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 HCYIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HCYIX 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 HCYIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hilton Tactical Income Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings HCYIX

More HCYIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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