Hilton Tactical Income Fund Institutional Class HCYIX Strategy

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Strategy

The investment seeks income with a secondary investment objective of capital appreciation consistent with the preservation of capital. The fund utilizes a disciplined approach to balancing fixed income investments with historically higher income producing equity investments, with a focus on minimizing risk and volatility. The fund's subadviser generally seeks to mitigate portfolio risk and volatility by creating a diversified portfolio of income producing securities that offer the potential for capital appreciation but also may invest in options to attempt to hedge volatility and portfolio risks.

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
HCYAX
Hilton Tactical Income Fund Investor ClassNo LoadOpen $3.89M1.290%Below Average$2,500−$345,499.21
HCYIX
Hilton Tactical Income Fund Institutional ClassInstitutionalOpen $121.95M1.040%Below Average$50,000−$3.78M

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