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    Whitebox Tactical Opportunities Instl (WBMIX)

    11.97 Down 0.02(0.17%) Dec 26
    Prev Close:11.99
    YTD Return*:-4.46%
    Net Assets*:1.06B
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for WBMIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    iShares Russell 200010.5336.07
    iShares Nasdaq Biotechnology9.8636.36
    SPDR S&P 5005.31N/A
    iShares MSCI Emerging Markets4.93N/A
    US Treasury Note 2.5%4.18N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.06B
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):1.35%

    Performance & Risk

    YTD Return:-4.46%
    5y Avg Return:N/A
    Rank in Category (ytd):90
    % Rank in Category (ytd):27.52%
    Beta (3y):0.49
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to provide investors with a combination of capital appreciation and income that is consistent with prudent investment management. The Adviser has wide latitude to allocate the fund's assets among common and preferred stocks, warrants, fixed income securities, convertible securities, indexed securities and derivatives. The fund's equity investments will be comprised principally of common stocks, preferred stocks and convertible securities of U.S. issuers. It may invest in fixed income securities without regard to their credit ratings. The fund is non-diversified. View More
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