Toreador Core Institutional (TORZX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for TORZX at this time.
|Symbol||% Assets||YTD Return %|
|SPDR S&P 500||3.37||-4.74|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.95%|
Performance & Risk
|5y Avg Return:||22.43%|
|Rank in Category (ytd):||64|
|% Rank in Category (ytd):||3.77%|
|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. 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