Parvin Hedged Equity Solari World Fund (PHSWX)

Overview

This fund is designed for investors looking to diversify their portfolio across various equity markets. By allocating at least 80% of its net assets in equity securities, the fund offers broad exposure to the global equity market. The investment approach does not limit the fund to specific market capitalizations, allowing it to adapt to changing market conditions and opportunities. The strategic distribution of investments includes a blend of domestic, international developed, and emerging market companies, aiming to balance the potential for high returns with the risks inherent in global investing.

Products and Services

• Equity Security Investments

  The core of the fund's strategy is its significant investment in equity securities, encompassing a diverse range of market capitalizations. This flexibility ensures that the fund can navigate various market conditions by adjusting its holdings according to the most promising equity opportunities, whether they lie in large-cap, mid-cap, or small-cap stocks.

• Domestic Company Investments

  Approximately 40%-60% of the fund's portfolio is dedicated to U.S. domestic companies. This allocation is aimed at investors seeking to maintain a substantial presence in the U.S. equity market, which is known for its robustness and resilience. Investing in domestic companies allows the fund to capitalize on the growth potential of the U.S. economy.

• International Developed Market Investments

  The fund allocates about 30%-50% of its assets to companies located in international developed markets. This segment includes investments in countries with more established economies and financial markets outside of the United States. These markets offer diversification benefits and the potential for capturing growth in regions that might outperform the U.S. market at times.

• Emerging Market Investments

  Emerging markets comprise approximately 10%-30% of the fund's investment portfolio. These markets include countries with economies in the process of rapid growth and industrialization. Investing in emerging markets offers the potential for higher returns, albeit with increased volatility and risk. This allocation aims to take advantage of the growth potential in these dynamic regions while managing the risks through careful selection and diversification.