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    LS Opportunity (LSOFX)

    12.89 Up 0.04(0.31%) Dec 26
    Prev Close:12.85
    YTD Return*:-0.15%
    Net Assets*:185.56M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for LSOFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CHTR3.9623.56
    CELG3.9336.36
    HCA3.8844.52
    AAL3.7090.34
    TWX3.6728.25

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:185.56M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):1.95%

    Performance & Risk

    YTD Return:-0.15%
    5y Avg Return:N/A
    Rank in Category (ytd):76
    % Rank in Category (ytd):23.24%
    Beta (3y):0.68
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to generate long-term capital appreciation by investing in both long and short positions within a portfolio consisting of primarily publicly-traded common stock, with less risk than that of the stock market in general. The fund will employ a research-driven, bottom-up stock selection process on both the long and short side. It generally intends to take positions in equity securities, including common and preferred stocks and securities convertible into equity securities, and in other investment companies. The fund may also hold positions in foreign securities. View More
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