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Toreador Core Institutional (TORZX)

15.58 0.00(0.00%) Nov 25
Prev Close:15.58
YTD Return*:10.07%
Net Assets*:133.77M
Yield*:0.25%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for TORZX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPDR® S&P 500 ETF7.4034.79
INTC6.6611.37
BAC4.71-12.67
BEAV4.032.51
MET2.732.69

Fund Basics

Morningstar Overall Rating:
Total Assets:133.77M
Category:Large Blend
Annual Report Expense Ratio (net):0.95%

Performance & Risk

YTD Return:10.07%
5y Avg Return:15.74%
Rank in Category (ytd):33
% Rank in Category (ytd):2.05%
Beta (3y):1.24
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")). The fund may use options in order to hedge its portfolio, to manage risk or to obtain market exposure. View More
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