Parvin Hedged Equity Solari World Fund
PHSWX
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
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Performance
Beta
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Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
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NAV
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1-Month High
52-Week Low
52-Week High
Company Information
Provider
Parvin Funds
Manager/Tenure
(Years)
(Years)
Steven Smith (4)
Website
Address
Parvin Funds
Sioux Falls SD - 57103
Sioux Falls SD - 57103
Country
United States
Phone Number
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Investment Strategy
The investment seeks capital preservation, current income, and growth. Under normal market conditions, the fund will invest at least 80% of its net assets in equity securities. The fund's investment in equity securities may be of any market capitalization. Of investments held in the fund, approximately 40%-60% are expected to be U.S. domestic companies, approximately 30%-50% companies located in international developed markets, and approximately 10%-30% companies domiciled in emerging markets.