Dow Down 0.88% Nasdaq Down 1.38%

Even Keel Traveler Managed Risk A (EKTMX)

8.34 Down 0.03(0.36%) Feb 8
Prev Close:8.34
YTD Return*:-1.98%
Net Assets*:362.45K
Yield*:1.17%

* As of 31-Jan-16

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

Headlines

  • No Headlines available for EKTMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Vanguard FTSE Developed Markets ETF27.12N/A

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:362.45K
Category:Long/Short Equity
Annual Report Expense Ratio (net):0.87%

Performance & Risk

YTD Return:-1.98%
5y Avg Return:N/A
Rank in Category (ytd):27
% Rank in Category (ytd):6.15%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks to provide total return consistent with long-term capital preservation, while seeking to manage volatility and reduce downside risk during severe, sustained market declines. The fund will typically invest in equity securities of foreign developed market companies, futures contracts on indices consisting of foreign developed market companies, mutual funds or exchange-traded funds that track an index consisting of foreign developed market companies, futures contracts on U.S. Treasuries, currency futures and cash and cash equivalents. View More
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