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    Fund

    Toreador Core Institutional (TORZX)

    13.65 Down 0.17(1.23%) Sep 4
    Prev Close:13.82
    YTD Return*:-4.00%
    Net Assets*:153.96M
    Yield*:0.24%

    * As of 31-Aug-15

    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 ETF5.52N/A
    BAC4.79N/A
    MU3.39N/A
    MSFT2.85N/A
    BEAV2.79N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:153.96M
    Category:Large Blend
    Annual Report Expense Ratio (net):0.95%

    Performance & Risk

    YTD Return:-4.00%
    5y Avg Return:15.62%
    Rank in Category (ytd):64
    % Rank in Category (ytd):3.86%
    Beta (3y):1.02
    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 29, 2015, the Russell 1000 Index was composed of companies having market capitalizations of between $2.43 billion and $751 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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