Aftershock Strategies Fund Class N Shares (SHKNX)

Net Asset Value
1 Day
Overall Morningstar Rating
Moderate 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-0.45% 3 years--
3 months+0.31% 5 years--
1 year-1.98% Since inception-5.25%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return--+12.57%
Expense ratio1.92%1.29%
Risk 5 year sharpe ratio--1.31
Net assets$114.6M$2.6B
Average market cap$25.3B$48.2B
Average P/E19.317.9
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyAftershock
Fund manager & tenureDavid Wiedemer / 1 Years
Minimal initial investment$2,500.00
Minimum IRA investment--


U.S. stock42.50%
Fixed income34.30%
International stock3.74%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- Aftershock Fund Limited Cfc12.76%
FLOT iShares Floating Rate Bond6.86%
XLV Health Care Select Sector SPDR®5.47%
IWM iShares Russell 20005.30%
DIA SPDR Dow Jones Industrial Average5.29%
QQQ PowerShares QQQ5.11%
XLU Utilities Select Sector SPDR®3.64%
EUM ProShares Short MSCI Emerging Markets2.92%
TIP iShares TIPS Bond2.86%
STPZ PIMCO 1-5 Year US TIPS Index ETF2.81%

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