Hand Composite Employee Benefit Trust - Hamilton Cap Targeted Equity Fund (HCTORX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

22.69

-0.09 (-0.40%)

At close: Oct 16, 2026

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	22.78
YTD Return	18.24%
1-Year Return	21.79%
5-Year Return	n/a
52-Week Low	18.53
52-Week High	22.87
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About HCTORX

Hamilton Capital Targeted Opportunity CIF R is a pooled investment vehicle structured as a Collective Investment Fund (CIF) specifically designed for retirement plans. Its primary objective is to achieve long-term asset growth by compounding high-quality, absolute investment returns over time. The fund mainly invests in a diversified portfolio of equities, typically maintaining a high allocation—up to 98%—to stocks, with an aggressive approach toward both growth and risk exposure. Asset allocation within the fund is dynamic and flexible, allowing management to shift between global equities, fixed income, cash equivalents, and alternative assets as market conditions warrant. Unlike more conservative strategies that prioritize minimizing risk, this fund tolerates higher volatility in pursuit of superior long-term returns, making defensive plays secondary within its approach. The fund is overseen by Hamilton Capital as investment advisor, with Hand Benefits & Trust Co. serving as trustee. It is intended for use by qualified retirement plans seeking a growth-oriented solution and relies on scale to keep investment costs relatively low. Performance is best evaluated over full market cycles, reflecting its focus on growth and tolerance for variability in performance relative to benchmarks.

Stock Exchange Nasdaq

Ticker Symbol HCTORX

Performance

HCTORX had a total return of 21.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.43%.