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Beta Hedged Strategies (BETAX)

On Nov 24: 9.51 USD  Down 0.01 (0.11%)  
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BETA HEDGED STRATEGIES FUND Delayed quote dataEdit
Net Asset Value: 9.51
Trade Time: Nov 24
Change: Down 0.01 (0.11%)
Prev Close: 9.51
YTD Return*: 10.35%
Net Assets*: 26.55M
Yield*: 3.72%
* As of 31-Dec-07
Beta Hedged Strategies (BETAX)
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: N/A
Total Assets: 26.55M
Category: Long-Short
Total Expense Ratio: 3.99%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 10.35%
5y Avg Return: N/A
Rank in Category (ytd): 107
% Rank in Category (ytd): 74.83%
Beta (3y):
Morningstar Risk Rating:
Performance Details - Risk Details

FUND SUMMARY
The investment seeks to achieve consistent absolute returns with moderate correlation to traditional financial market indices. The fund invests, indirectly through its investment in the underlying funds, at least 80% of assets in securities that afford strategic and tactical opportunities to employ absolute return strategies utilizing a variety of US domestic equity securities. These securities may include common and preferred stock, and other debt instruments including convertible debt, options and futures. It is nondiversified.
Fund Profile


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