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|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
58.92M |
| Category: |
Long-Short |
| Total Expense Ratio: |
1.66% |
|
| PERFORMANCE & RISK | 31-Oct-09
| YTD Return: |
1.28% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
145 |
| % Rank in Category (ytd): |
71.78% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
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| The investment seeks capital appreciation with an emphasis on absolute returns, low volatility, and low correlation to the equity markets. The fund seeks to maximize the return derived from a portfolio of leveraged long and short strategies with a targeted amount of risk. The advisor seeks to achieve a risk target of 7% volatility, a beta and correlation to the S&P 500 index of less than 0.5, as well as a Sharpe Ratio of greater than 0.25. The fund uses derivatives to obtain long and short exposure within the same asset classes. |
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| Fund Profile |
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