Hand Composite Employee Benefit Trust - Hamilton Capital Dynamic Equity Fund (HCDERX)

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	16.35
YTD Return	8.57%
1-Year Return	11.91%
5-Year Return	n/a
52-Week Low	14.62
52-Week High	16.36
Beta (5Y)	0.21
Holdings	n/a
Inception Date	n/a

About HCDERX

Hamilton Capital Dynamic Equity CIF R is a collective investment fund designed primarily for retirement accounts, focusing on a flexible, dynamic approach to asset allocation. The fund's core objective is to build long-term retirement assets by compounding high-quality, absolute returns while seeking to limit market losses and manage risk. At its neutral allocation, the portfolio maintains a balanced exposure of approximately 70% equities and 30% fixed income, though allocations are adapted as market conditions shift. Management invests in a diversified mix of global equities, fixed income instruments, cash equivalents, and alternative assets, continuously seeking relative value across global markets. The fund benchmarks its performance to a composite of Morningstar categories, representing large, mid, and small cap equities, foreign and emerging markets, as well as high yield and core bonds. With an inception date of October 2020 and a moderate expense ratio, Hamilton Capital Dynamic Equity CIF R plays a significant role in multi-asset retirement planning by aiming for growth with lower volatility than traditional equity-only strategies.

• Stock Exchange: NASDAQ
• Ticker Symbol: HCDERX

Performance

HCDERX had a total return of 11.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.81%.

Data Sources: S&P Global Market Intelligence and Finnhub

Historical data is provided by S&P Global Market Intelligence. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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