The Connors Hedged Equity Fund Institutional Class is a mutual fund designed to deliver capital appreciation and, secondarily, income generation, while seeking to maintain lower volatility than the broader U.S. equity markets. This fund primarily invests in a carefully curated portfolio of large-cap equities, typically holding around 40 to 50 diversified stocks across various market sectors. To enhance income and further manage risk, the fund employs a hedged strategy, notably by writing covered call options on its equity holdings. The fund may also implement additional risk-mitigation techniques such as purchasing protective puts, executing put spreads, and raising cash levels in uncertain market conditions, aiming to outperform during market downturns. The portfolio features significant positions in leading technology, consumer cyclical, industrials, and energy companies. The Connors Hedged Equity Fund Institutional Class serves investors who seek exposure to U.S. equities with the added benefit of risk management and income generation, making it a notable option in the equity hedged fund category.
See your Portfolio Score and get data driven insights in ~60 seconds.
Opens in PortfolioPilot
Based on technical indicators and chart patterns, CVRDX shows...
Market sentiment analysis indicates...