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 Dow Down 0.42% Nasdaq Down 0.05%

LS Opportunity (LSOFX)

13.02 Down 0.05(0.38%) Jul 29
Prev Close:13.07
YTD Return*:0.61%
Net Assets*:174.06M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for LSOFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPDR S&P 5003.9217.56
HCA3.4030.97
NRF3.37-17.06
CBI3.1531.67
SLB3.1453.95

Fund Basics

Morningstar Overall Rating:
Total Assets:174.06M
Category:Long/Short Equity
Annual Report Expense Ratio (net):2.35%

Performance & Risk

YTD Return:0.61%
5y Avg Return:N/A
Rank in Category (ytd):73
% Rank in Category (ytd):22.26%
Beta (3y):0.51
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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