Soundwatch Hedged Equity Fund - Institutional Class (BHHEX) Research
The fund allocates a significant portion—at least 80% of its net assets, alongside any borrowed funds utilized for investment—to a mix of equity securities and other investments that share similar financial characteristics with stocks. This investment portfolio may consist of common stocks listed on U.S. exchanges, futures contracts based on equity indexes, and/or exchange-traded funds (ETFs) designed to mirror the performance of the S&P 500 Index. For the purpose of adhering to this 80% investment guideline, the Adviser will take into account the underlying holdings of any ETFs in which the fund invests.
Market snapshot
- Symbol
- BHHEX
- Price
- $20.55
- Day change
- +1.38%
- Market cap
- $91.5M
- 52-week range
- 20.5505-20.5505
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AMG GW&K Small Cap Value Fund II - Class I (ACRTX)
- American Beacon Mid-Cap Value Fund Investor Class (AMPAX)
- AMG GW&K Small Cap Value Fund II - Class N (ASCTX)
- BMO Moderate Allocation Fund - Y (BMBYX)
- CLS Flexible Income Fund Class N (CLFLX)
- Wells Fargo Intrinsic World Equity Fund - Class Inst (EWENX)
- Tributary Growth Opportunities Fd Instl (FOGRX)
- Nationwide Small Company Growth Fund Class A (NWSAX)
Open Soundwatch Hedged Equity Fund - Institutional Class (BHHEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.