SHLDX Ziegler FAMCO Hedged Equity Fund Institutional

This is an open ended mutual fund. The investment seeks growth of capital and income. The fund seeks to achieve its investment objective by investing primarily in common stocks of large-cap companies and exchange-traded funds ( ETFs ) that invest primarily in large-cap common stocks. The adviser defines large-cap as companies with market capitalizations in excess of 5 billion. The fund sells (writes) call options on a majority of these stocks and ETFs in seeking to shield the fund from some of the risk associated with these investments and to generate additional returns to the extent of the call option premium received.

As of 08/04/2021

Mutual Fund Information
Sponsor:     USCA Fund Trust
Category1:  Alternatives
Category2:  Options
Category3:  Broad
Morningstar category:  Options-based
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     11/29/2016
Market cap:     $0
Current yield:     1.17%
Fees:     0.0000%
CUSIP:  90352C207
ISIN:    US90352C2070
Investment style: Actively managed

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