Aftershock Strategies Fund Class I Shares (SHKIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Tactical allocation
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks preservation of capital with a secondary objective of capital appreciation, each in the event of a long term decline in the equity and fixed income markets. The fund will invest in mutual funds and exchange traded funds (ETFs) representing the following four asset categories: equities, fixed income securities, commodities and currencies; as well as individual securities and other instruments within these asset categories. The fund may also make investments in foreign markets to take advantage of a potential decline in the dollar or long term declines in foreign bond or equities markets. It is non-diversified.


1 month-0.35% 3 years--
3 months-2.70% 5 years--
1 year+0.89% Since inception-3.56%
Data through --

Peer Comparisonvs. Tactical allocation

Performance 5-yr return--+5.63%
Expense ratio1.76%1.66%
Risk 5 year sharpe ratio--0.72
Net assets$63.2M$937.6M
Average market cap$29.5B$28.2B
Average P/E17.419.4
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyAftershock
Fund manager & tenureDaniel Cohen / 2 Years
Minimal initial investment$100,000.00
Minimum IRA investment$100,000.00


U.S. stock36.44%
Fixed income22.47%
International stock3.36%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 11.19%
XLV Health Care Select Sector SPDR® Fund5.29%
PPH Market Vectors® Pharmaceutical ETF5.17%
SH ProShares Short S&P5005.12%
XLE Energy Select Sector SPDR® Fund3.79%
PSQ ProShares Short QQQ3.57%
T AT&T3.51%
CTL CenturyLink3.50%
RWM ProShares Short Russell20003.35%
MPW Medical Properties Trust Inc3.23%

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