What is SJIM?

SJIM is an actively managed narrow portfolio of companies globally, invested inversely on the recommendations of television personality Jim Cramer. The fund holds long and short stocks or ETFs of any capitalization.

PERFORMANCE [as of 03/24/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SJIM -- -- -- -- -- -- --
SJIM (NAV) -- -- -- -- -- -- --
No Underlying Index -- -- -- -- -- -- --
MSCI ACWI + Frontier Markets IMI Index -0.87% 3.26% 3.24% -10.49% 16.69% 6.09% 7.61%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SJIM Factset Analytics Insight

SJIM bets against the stock picks of the host of CNBC’s “Mad Money” show, Jim Cramer. Cramer generally announces his recommendations and stock selections publicly on Twitter and his CNBC programs. The fund seeks positive returns by establishing inverse positions of Cramer’s investment ideas. The fund will buy stocks of firms Cramer recommends against buying and establish short positions in stocks in which he is bullish. The actively managed fund invests in 20 to 50 domestic and foreign companies of any size. Positions are closed once the idea has gone stale, meaning Cramer has not provided any further comments for weeks, or if profit targets are met. The fund will hold positions no longer than five days but could hold longer if Cramer continues to have remarks. The adviser may ignore Cramer’s recommendations if such suggestions have a negative impact on fund diversification requirements, are not fund appropriate, or are considered excessive risk. Based on the fund strategy, the portfolio is expected to have a high turnover rate.

SJIM Summary Data

03/02/23
1.20%
$5.64M
No Underlying Index
MSCI ACWI + Frontier Markets IMI Index
Open-Ended Fund

Peers

MSCI ACWI + Frontier Markets IMI Index
N/A

Fund Flows

+$0.00B 5 Days
+$0.01B 30 Days
+$0.01B 90 Days

SJIM Portfolio Data

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N/A
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SJIM Index Data

No Underlying Index
Proprietary
Proprietary
MSCI ACWI + Frontier Markets IMI Index

SJIM Portfolio Management

1.20%
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SJIM Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

SJIM Fund Structure

Open-Ended Fund
No
--
-- / --
N/A
N/A
Low
Daily

Factset Analytics Block Liquidity

As of 03/27/23

This measurement shows how easy it is to trade a $1 million USD block of SJIM. SJIM is rated a N/A out of 5.

SJIM Tradability

37,650
$950.96K
21,516
$533.68K
0.25%
$0.06
0.04%
0.99% / -0.08%
None
100.00%
10,000
2.15
--
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$25.48
N/A

SJIM Sector/Industry Breakdown

SJIM Segment
Benchmark
64.07% --
9.35% --
7.20% --
5.11% --
3.09% --
2.75% --
1.96% --
1.92% --
1.90% --
0.89% --

SJIM Top 10 Holdings

119.02%
1.96%
1.82%
137.92%

SJIM Performance Statistics

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0.00%
MSCI ACWI + Frontier Markets IMI Index

SJIM Benchmark Comparison Holdings

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SJIM Benchmark Comparison Summary

SJIM Segment
Benchmark
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SJIM Benchmark Comparison Market Cap Size

SJIM Segment
Benchmark
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Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.