Hilton Tactical Income Fund Institutional Class (HCYIX) Research

The fund primarily seeks to generate income, with a secondary objective of capital growth, while consistently preserving the initial investment. It employs a disciplined strategy that balances fixed-income assets with equities known for producing higher income, always emphasizing the minimization of overall risk and market fluctuations. To achieve this, the subadviser constructs a diversified portfolio of income-generating securities that also offer potential for appreciation, and may additionally utilize options to hedge against volatility and various portfolio risks.

Market snapshot

Symbol
HCYIX
Price
$18.45
Day change
+0.44%
Market cap
$133.5M
52-week range
17.71-18.89
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • DoubleLine Income Fund Class N (DBLNX)
  • DoubleLine Low Duration Emerging Markets Fixed Income Fund Class N (DELNX)
  • Eaton Vance GA Municipal Income A (ETGAX)
  • Eaton Vance MA Municipal Income A (ETMAX)
  • Meeder Tactical Income Retail (FLBDX)
  • Morgan Stanley Insti Fd Tr Investment Grade Fixed Income Pft Cl I (MPFDX)
  • Western Asset Investment Grade Income Fund Inc. (PAI)
  • Flaherty & Crumrine Preferred Income Opportunity Fund Inc. (PFO)

Open Hilton Tactical Income Fund Institutional Class (HCYIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.