| No headlines available for PTRCX. |
| | | Morningstar Overall Rating: | N/A | | Total Assets: | 1.67M | | Category: | Long-Short | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 16.09% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 64 | | % Rank in Category (ytd): | 32.65% | | Beta (3y): | | | Morningstar Risk Rating: | |
|
| The investment seeks maximum total return, consistent with prudent investment management. The fund normally invests in derivatives providing long exposure to Enhanced RAFI 1000 and short exposure to the S&P 500 index (the ?S&P 500?), backed by a diversified portfolio of short and intermediate maturity Fixed-Income Instruments. It may invest in common stocks, options, futures, options on futures and swaps to gain long exposure to Enhanced RAFI 1000 and short exposure to the S&P 500. The fund may invest in exchange traded funds. It may also invest up to 10% of total assets in preferred stocks. | | | Fund Profile |
|
Help
Summary
Add PTRCX to Portfolio 
Download Data
