Timber Point Global Allocations FundCGHAX
Type
Mutual fund
Peer group
Allocation
Net assets
$29.6M
Expense ratio
—
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
40
What it aims to do.
The investment objective of the Timber Point Global Allocations Fund (the Global Fund or the Fund) is to seek superior risk adjusted total returns by investing across a wide variety of global assets.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| SPY State Street SPDR S&P 500 ETF Trust | 10.98% |
| Federated Hermes Government Obligations Fund | 10.87% |
| Invesco S&P 500 Equal Weight ETF | 5.19% |
| iShares 7-10 Year Treasury Bond ETF | 4.84% |
| Direxion Daily S&P 500 Bull 3X ETF | 4.68% |
| State Street SPDR S&P Biotech ETF | 3.88% |
| MSFT Microsoft Corp | 3.75% |
| IMMX Immix Biopharma Inc | 3.69% |
| NVDA NVIDIA Corp | 3.54% |
| iShares Core S&P Mid-Cap ETF | 3.19% |
More on CGHAX.
- CGHAX overview
- CGHAX holdings
- CGHAX risk
- CGHAX costs
- CGHAX money in and out
- CGHAX share classes
- Compare CGHAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2020. Past returns are not a promise. Not financial advice.