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Equity Low Volatility SMA
Interactive Fact Sheet
Performance data, holdings, sector allocation, and strategy overview — updated quarterly.
As of Q4 2025
Interactive
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Equity Low Volatility SMA
Fact Sheet
Bull Run Investment Management
As of —
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Cumulative
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Cumulative
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CAGR
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1-Year Return
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Live Since
Growth of $100,000
Backtested Live S&P 500
Performance History Annualized where applicable · Net of fees (1.50% max)
| Returns | 1 Mo | 3 Mo | 6 Mo | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception |
|---|---|---|---|---|---|---|---|---|---|
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Strategy Overview
The Equity Low Volatility SMA seeks to deliver steady, long-term capital appreciation with meaningfully lower drawdown risk than the broader market — designed for investors who prioritize capital preservation and smooth compounding, particularly during periods of market stress, while still participating in long-term equity growth competitive with the S&P 500.
Holdings are drawn from defensive and blue-chip sectors including consumer staples, healthcare, industrials, and financial services — businesses with durable competitive moats and dividend-paying capacity that provide natural downside buffers across full market cycles.
Risk LevelModerate-Conservative
BenchmarkS&P 500 TR
Holdings25-30
RebalanceTactical
Annual Fee1.50%
CustodianCharles Schwab
Min Investment$250,000
Exposure80%-100%
Calendar Year Returns Gross of fees
| Year | Gross | Net | S&P 500 | Excess |
|---|---|---|---|---|
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Summary Performance
| Period | Gross | Net | S&P 500 |
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Portfolio Holdings as of —
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Ticker
Company
Weight
Sector Exposure
Key Risk Metrics
Bull Run Investment Management, LLC · CRD #306763 · McLean, Virginia
bullrunim.com · (703) 344-6844 · info@bullrunim.com
Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. Gross returns are before deduction of advisory fees. Net returns reflect deduction of a 1.50% annual model advisory fee, deducted quarterly based on average daily balance — the highest standard rate, representing the most conservative net-of-fees scenario. S&P 500 returns reflect total return with dividends reinvested; the index is unmanaged and does not reflect fees. Performance prior to April 16, 2021 is backtested and hypothetical. Live inception April 16, 2021. Calendar year 2021 includes backtested (Jan 1–Apr 15) and live (Apr 16–Dec 31) performance; 2020 is fully backtested. All subsequent years are fully live. For complete information, refer to BRIM's Form ADV at adviserinfo.sec.gov.