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    Fund

    Toreador Core Institutional (TORZX)

    14.71 Up 0.13(0.89%) Jul 29
    Prev Close:14.58
    YTD Return*:1.38%
    Net Assets*:158.93M
    Yield*:0.22%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for TORZX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    INTC6.19N/A
    BAC3.76N/A
    BEAV3.53N/A
    MSFT3.06N/A
    Hfdxx2.66N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:158.93M
    Category:Large Blend
    Annual Report Expense Ratio (net):0.95%

    Performance & Risk

    YTD Return:1.38%
    5y Avg Return:17.20%
    Rank in Category (ytd):43
    % Rank in Category (ytd):2.58%
    Beta (3y):1.04
    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. 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
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