HW Opportunities MP Fund HOMPX Strategy

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Strategy

The investment seeks capital appreciation. The fund normally invests in equity securities, such as common stocks, preferred stock and convertible securities of any size market capitalization. The fund may invest in investment grade and high yield (“junk bonds”) fixed income securities from time to time. The fund is non-diversified.

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
HOMPX
HW Opportunities MP FundNo LoadOpen—$71.15M0.010%Low$0−$9.79M

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