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APLIX Mutual Fund Price & Analysis

The Hedged Income Fund, Investor Share Class (APLIX) is a mutual fund that aims to provide investors with a steady stream of income while also minimizing risk through hedging strategies. This fund is designed for individual investors and offers a diversified portfolio of fixed income securities, such as bonds and money market instruments. The hedging strategies used by this fund may include options, futures, and other derivatives to protect against market volatility. APLIX is suitable for investors seeking a conservative investment option with potential for income generation.

APLIX Mutual Fund Chart & Stats

Previous Close$10.94
Sub-CategoryIncome
Total Liabilities2.39M
Expense Ratio1.35%
Holding Count69
Brandcavanal hill funds
0.04 (0.32%)
CategoryFixed-Income
Total Assets30.46M
Shares Outstanding19,357
52-Week Range$9.83 - $11.01

APLIX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Abbvie
6.02%
Microsoft
5.60%
Apple Inc
4.31%
Pepsico
4.30%
Emerson Electric
4.19%
JPMorgan Chase & Co.
4.18%
Merck & Company
4.17%
Procter & Gamble Company
3.85%
Dow Inc.
3.76%
Broadcom Inc.
3.71%
Total44.09%

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