Toews Hedged Oceana Fund (THIDX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Toews Hedged Oceana Fund
Hauppauge NY 11788
450 Wireless Boulevard
Northern Lights Fund Tr (Toews)
631-470-2600
Management Information
Phillip R. Toews,Lead Manager since June 3, 2010
Phil Toews is the CEO and founder of the Toews Corporation. Phil helped pioneer the field of unconstrained tactical management by building models beginning in 1989. In the construction of the Toews Dynamic Hedging Strategy, his focus was on building effective loss avoidance and reliable market up-capture. Phil received a B.S. in Business and Economics from Bethel College in Newton, KS, in 1986. In 1987 he joined IDS/American Express as a Financial Consultant. From 1989 through 1994 he ran the money management division at Dorset Financial Services, Corp., of Devon, PA. Since 1994 he has acted as chief executive at Toews Corporation where he has overseen all aspects of the Toews System.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLong-Short Equity
Fund FamilyToews Funds
Net Assets41.35M
YTD Return4.32%
Yield1.71%
Morningstar Rating★★
Inception DateJun 3, 2010
Fund Operations
Last Dividend0.16
Last Cap Gain-11.00
Holdings Turnover259.00%
Average for CategoryN/A
Fees & Expenses
ExpenseTHIDXCategory Average
Annual Report Expense Ratio (net)1.27%1.92%
Prospectus Net Expense Ratio1.27%N/A
Prospectus Gross Expense Ratio1.42%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.33%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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