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Fund holdings profileCurrent N-PORT coverage

The Relative Value Fund

As of May 28, 2020Source: SEC Form N-PORT, CIK 1681717
Latest answer
DealCharts has not indexed structured-finance (asset-backed) holdings for The Relative Value Fund from a recent SEC Form N-PORT filing (most recent filing May 28, 2020). No ABS/MBS exposure is reported for this fund in DealCharts' data.
Machine-readable data:Facts JSONAPI docs

The Relative Value Fund: Structured-Finance Exposure#

Quick Answer: Structured-Finance Holdings

DealCharts has not indexed structured-finance (asset-backed) holdings for The Relative Value Fund from a recent SEC Form N-PORT filing (most recent filing May 28, 2020). No ABS/MBS exposure is reported for this fund in DealCharts' data.

Source: SEC Form N-PORT (CIK 1681717)Reporting period ending March 31, 2020License: CC BY 4.0. Cite as DealCharts, dealcharts.org.

What structured-finance securities does The Relative Value Fund hold?

DealCharts has not indexed structured-finance (asset-backed) holdings for The Relative Value Fund from a recent SEC Form N-PORT filing (most recent filing May 28, 2020). No ABS/MBS exposure is reported for this fund in DealCharts' data.

What is The Relative Value Fund's asset-backed / mortgage-backed securities (ABS/MBS) exposure?

Not available. DealCharts does not currently have structured-finance holdings data for The Relative Value Fund from a recent SEC Form N-PORT filing.

As of when is The Relative Value Fund's structured-finance holdings data reported?

This reflects The Relative Value Fund's most recent SEC Form N-PORT filing, filed May 28, 2020, covering the reporting period ending March 31, 2020. Figures are point-in-time holdings as reported to the SEC.

Where can I get The Relative Value Fund's structured-finance holdings data?

The Relative Value Fund's holdings are sourced from its SEC Form N-PORT filing (SEC CIK 1681717) and republished by DealCharts as structured, machine-readable data. The data is free to reuse under a Creative Commons Attribution 4.0 (CC BY 4.0) license. Cite as DealCharts (dealcharts.org).

Does DealCharts track The Relative Value Fund's latest news, products, partnerships, or leadership changes?

No. DealCharts covers The Relative Value Fund's structured-finance holdings and exposure derived from SEC Form N-PORT filings, not corporate news, product launches, partnerships, acquisitions, earnings, or executive changes. For those, consult the fund sponsor's own disclosures or SEC EDGAR full-text filings.

Fund Overview

Fund NameThe Relative Value Fund
Fund LEI
549300LX6NJ5X7I27V82
CIK1681717

Fund Metrics

Portfolio summary and asset distribution sourced from SEC NPORT-P filings.

Portfolio Summary

Total Value
$0
Total Positions
0

Asset Distribution

Filing Date
May 28, 2020
Report Date
March 31, 2020

Holdings

All portfolio holdings for this fund, sourced from the most recent NPORT-P filing on SEC EDGAR.
Preview the largest reported positions from the fund facts file, or open the complete machine-readable file.
Open complete JSON →

Context & Commentary#

Expert analysis, research, and commentary from verified entities and contributors.

Portfolio Context

This profile reflects The Relative Value Fund's most recent SEC Form N-PORT filing, dated May 28, 2020, covering the reporting period ending March 31, 2020.

Auto-generated from this fund's SEC Form N-PORT filing data. Figures are point-in-time as reported.

Entity Statements

Regulatory context

Recent SEC Filing Activity

DealCharts currently indexes the latest NPORT-P holdings filing for this fund and links to official SEC EDGAR results for related shareholder and prospectus filings.
Form
NPORT-P
Filing date
May 28, 2020
Report period
March 31, 2020
SEC CIK
1681717
Official SEC EDGAR links
Latest indexed NPORT-P filingNPORT-P holdingsN-CSR reports497K prospectusFund facts JSON

External Analysis

Datasets & API#

Access the raw data behind this fund page through multiple channels: REST API or direct downloads.
Facts APIMachine-readable fund facts: holdings, positions, and metadata. No API key required.
Structured Facts (JSON-LD)Machine-readable facts for LLMs, research, and automation.
{
  "fund_name": "The Relative Value Fund",
  "fund_lei": "549300LX6NJ5X7I27V82",
  "total_holdings": 0,
  "total_value": 0,
  "asset_types": [],
  "filing_date": "2020-05-28"
}
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