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-0.66% 3 years--
3 months+1.23% 5 years--
1 year+0.87% Since inception-4.03%
Data through --

Peer Comparisonvs. Tactical allocation

Performance 5-yr return--+7.39%
Expense ratio1.69%1.66%
Risk 5 year sharpe ratio--0.82
Net assets$99.9M$1.0B
Average market cap$28.1B$23.9B
Average P/E17.918.3
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyAftershock
Fund manager & tenureDavid Wiedemer / 1 Years
Minimal initial investment$100,000.00
Minimum IRA investment--


U.S. stock31.30%
Fixed income24.56%
International stock14.95%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- Aftershock Fund Limited Cfc12.97%
SH ProShares Short S&P5007.76%
XLV Health Care Select Sector SPDR® ETF5.58%
PPH Market Vectors® Pharmaceutical ETF4.81%
XLE Energy Select Sector SPDR® ETF4.27%
T AT&T Inc3.36%
CTL CenturyLink Inc3.20%
SYY Sysco Corp3.19%
TIP iShares TIPS Bond3.15%
MPW Medical Properties Trust Inc3.14%

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