Kensington Defender Fund Institutional Class
DFNDX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
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7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
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3-Year Total Return
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5-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
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Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
Kensington Asset Management LLC
Manager/Tenure
(Years)
(Years)
Elio M Chiarelli (1), C. Shawn Gibson (1), Adam C. Stewart (1)
Address
Kensington Asset Management, LLC
Austin TX - 78746
Austin TX - 78746
Country
United States
Phone Number
888-891-1222
Investment Strategy
The investment seeks capital preservation and total return. The fund is designed to provide the potential to participate in rising markets, but with a reduced risk of drawdown in declining markets, through a portfolio that has exposure to different strategies, asset classes and individual investments. The advisor will seek to utilize varying investment strategies, including (i) Liquid Strategies, LLC’s Defender Model, (ii) an options overlay strategy to generate income, and (iii) a managed futures strategy or diversified opportunities intended to provide exposures with reduced correlation to the other strategies. The fund is non-diversified.