TFS Market Neutral (TFSMX)
* As of 30-Apr-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||2.02%|
Performance & Risk
|5y Avg Return:||3.77%|
|Rank in Category (ytd):||38|
|% Rank in Category (ytd):||20.43%|
|Morningstar Risk Rating:||5|
The investment seeks to produce capital appreciation while having a low correlation to the U.S. equity market, which the advisor defines as the S&P 500 Index.
The fund primarily invests in common stocks that are traded on U.S. exchanges. It will not be limited to selecting common stocks within a specific market capitalization, sector or style (e.g., growth vs. value). The average capitalization of the fund's portfolio tends to be in the "Small" capitalization range ($500 million to $2 billion market capitalization). It may commit up to 25% of its net assets (including both long and short positions) in other registered investment companies ("RICs"). View More