| | | Morningstar Overall Rating: | N/A | | Total Assets: | 58.92M | | Category: | Long-Short | | Total Expense Ratio: | 1.66% |
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| 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. | | | Fund Profile |
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