Hand Composite Employee Benefit Trust - Hamilton Cap Dynamic Opportunity Fund (HAMDOX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 12.99 |
| YTD Return | 7.34% |
| 1-Year Return | 13.62% |
| 5-Year Return | n/a |
| 52-Week Low | 11.39 |
| 52-Week High | 13.08 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About HAMDOX
Hamilton Capital Dynamic Opportunity CIF R2 is a collective investment fund designed to serve qualified retirement plan trusts as a flexible, multi-asset solution. Primarily, it seeks to deliver growth at reduced levels of risk, with a core objective of limiting market losses so that future returns can build on past gains more efficiently. The fund is managed by Hamilton Capital, which applies a dynamic asset allocation approach—at its neutral position, approximately 90% of assets are allocated to equities and 10% to fixed income or cash equivalents. The portfolio is not static; management actively searches for relative value across global equities, fixed income, cash equivalents, and alternative investments, adjusting exposures as market conditions and fundamental investment opportunities change. The fund’s strategy is suitable for retirement-focused investors seeking a moderately aggressive allocation that can adapt to evolving markets, emphasizing compounding high-quality absolute investment returns over time while aiming to mitigate downside risk.
Performance
HAMDOX had a total return of 13.62% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.22%.