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    Fund

    Toreador Core Institutional (TORZX)

    11.70 Up 0.33(2.90%) Feb 12
    Prev Close:11.37
    YTD Return*:-9.32%
    Net Assets*:136.97M
    Yield*:0.64%

    * As of 31-Jan-16

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

    Headlines

    • No Headlines available for TORZX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MU5.14N/A
    INTC4.92N/A
    BAC4.47N/A
    MSFT3.20N/A
    BEAV2.68N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:136.97M
    Category:Large Blend
    Annual Report Expense Ratio (net):0.95%

    Performance & Risk

    YTD Return:-9.32%
    5y Avg Return:8.29%
    Rank in Category (ytd):99
    % Rank in Category (ytd):5.83%
    Beta (3y):1.11
    Morningstar Risk Rating:5

    Fund Summary

    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")). View More
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