AllianceB/TWM Glb Eq&Cvr Call Strat Inv
Trust For Professional Managers(TWM)615 East Michigan StreetMilwaukee, Wisconsin
Map
Phone: 855-896-3863
| Category: | World Stock | | Fund Family: | Tiedemann Wealth Management, LLC | | Net Assets: | 332.08M | | Year-to-Date Return: | 3.23% | | Yield: | 1.51% | | Morningstar Rating: | N/A | | Fund Inception Date: | May 30, 2011 |
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Joshua Lisser
Lead Manager since Mar 30, 2011 | | | Joshua is a member of the Blend Strategies team. He joined Alliance Capital in 1992 as a portfolio manager in the index strategies group and developed the international and global risk controlled equity services. Prior to joining Alliance Capital, Joshua was with Equitable Capital specializing in derivative
investment strategies. |
| Min Initial Investment: | 10,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | 250 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation and income.
Under normal market conditions, the fund invests primarily in a portfolio of common stocks of issuers in developed markets throughout the world, including the United States. It generally invests at least 80% of its net assets (including any borrowings for investment purposes) in an integrated strategy comprised of equity securities of companies with large market capitalizations and writing (selling) covered call options on a portion of the equity securities held in the fund's portfolio. The fund is non-diversified. |
| Last Dividend
(Dec 16, 2012)
:
| 0.06 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Jun 3, 2013)
:
| N/A | | Average for Category: | 59.11% |
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| Expense | TWMVX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.53% | 1.35% | | Prospectus Net Expense Ratio: | 1.53% | N/A | | Prospectus Gross Expense Ratio: | 1.53% | N/A | | Max 12b1 Fee: | 0.35% | N/A | | Max Front End Sales Load: | N/A | 5.43% | | Max Deferred Sales Load:
| N/A | 2.17% | | 3 Yr Expense Projection*: | 483 | 744 | | 5 Yr Expense Projection*: | 834 | 1,113 | | 10 Yr Expense Projection*: | 1,824 | 2,235 |
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0.03(0.27%) Jun 18