Toreador Core Retail (TORLX)
* As of 30-Jun-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.20%|
Performance & Risk
|5y Avg Return:||16.93%|
|Rank in Category (ytd):||45|
|% Rank in Category (ytd):||2.7%|
|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 500Â© Index or the Russell 1000Â© Index. As of May 31, 2014, the Russell 1000 Index was composed of companies having market capitalizations of between $2.20 billion and $545 billion. As of February 27, 2015 the S&P 500 was composed of companies having market capitalizations of between $2.96 billion and $753.4 billion. View More