Merk Currency Enhanced US Equity Inv (MUSFX)
* As of 31-May-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|SPDR® S&P 500 ETF||94.52||N/A|
|Spy Us 12/19/15 P180||0.44||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.30%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||100|
|% Rank in Category (ytd):||6.03%|
|Morningstar Risk Rating:||5|
The investment seeks to generate total return by investing in securities and instruments that create exposure to U.S. equities and currencies.
The fund seeks to generate total return by managing the currency exposure associated with its investments in U.S. equities and financial instruments that provide exposure to U.S. equities. Under normal market conditions, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in U.S. equities, currencies and financial instruments that provide exposure to U.S. equities and currencies. View More