* As of 31-Oct-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|SPDR® S&P 500 ETF||15.11||N/A|
|Morningstar Overall Rating:||N/A|
|Annual Report Expense Ratio (net):||1.57%|
Performance & Risk
|5y Avg Return:||-14.64%|
|Rank in Category (ytd):||6|
|% Rank in Category (ytd):||7.89%|
|Morningstar Risk Rating:|
The investment seeks capital appreciation.
The fund sells stocks short. Short selling involves the sale of borrowed securities. When the fund sells a stock short, it incurs an obligation to replace the stock borrowed at whatever its price may be at the time it purchases the stock for delivery to the securities lender. The fund generally has outstanding approximately 60 to 90 stocks that it has sold short. It utilizes a disciplined, unemotional, quantitative investment approach. View More