Toreador Core Retail (TORLX)
* As of 28-Feb-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|SPDR® S&P 500 ETF||4.48||9.98|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.20%|
Performance & Risk
|5y Avg Return:||15.36%|
|Rank in Category (ytd):||80|
|% Rank in Category (ytd):||4.86%|
|Morningstar Risk Rating:||5|
The investment seeks long-term capital appreciation.
The fund invests primarily in equity securities of U.S. and foreign large cap companies of a size similar to those in either the S&P 500© Index or the Russell 1000© Index. It may also invest in small- and mid-cap companies, convertible securities, preferred stocks, and other investment companies (including exchange-traded funds, ("ETFs")). The fund may use options in order to hedge its portfolio, to manage risk or to obtain market exposure. View More