Dow Down 0.18% Nasdaq Up 0.39%

Otter Creek Long/Short Opportunity Instl (OTTRX)

10.98 Down 0.03(0.27%) Sep 2
Prev Close:11.01
YTD Return*:9.60%
Net Assets*:50.66M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for OTTRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
US Treasury Note 2.75%8.3217.58
Accuride Corp New 9.5%6.3721.78
CVGW5.120.43
TAP4.943.12
PCH4.41-1.44

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:50.66M
Category:Long/Short Equity
Annual Report Expense Ratio (net):NaN%

Performance & Risk

YTD Return:9.60%
5y Avg Return:N/A
Rank in Category (ytd):6
% Rank in Category (ytd):1.88%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks long-term capital appreciation. The fund employs a "long/short" investment strategy to attempt to achieve capital appreciation and manage risk by purchasing stocks believed by the Advisor to be undervalued and selling short stocks believed by the Advisor to be overvalued. It primarily invests in equity securities that are traded on U.S. securities exchanges. The fund may also invest in investment grade fixed income securities, including up to 30% of the fund's assets in corporate and convertible bonds as well as debt issued by the U.S. government and its agencies. It is non-diversified. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback