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Carne Hedged Equity Institutional (CARNX)

15.25 Down 0.05(0.33%) Apr 17
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Prev Close:15.30
YTD Return*:-3.82%
Net Assets*:74.30M
Yield*:0.82%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for CARNX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GME3.54-12.89
AAPL3.23-2.91
PBI2.4410.93
HPQ2.4319.28
MPC2.38-1.93

Fund Basics

Morningstar Overall Rating:
Total Assets:74.3M
Category:Large Value
Annual Report Expense Ratio (net):1.52%

Performance & Risk

YTD Return:-3.82%
5y Avg Return:N/A
Rank in Category (ytd):99
% Rank in Category (ytd):7.59%
Beta (3y):0.97
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. Under normal conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in U.S. equity securities of large market capitalization companies and instruments that provide exposure to such securities, including common, preferred and convertible stock, warrants and American Depositary Receipts ("ADRs"). The Adviser considers large market capitalization companies to be those with market capitalizations in the range of the Standard & Poor's 500 Index at the time of purchase. View More
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