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    Fund

    Toreador Core Institutional (TORZX)

    13.00 Down 0.64(4.69%) Jun 24
    Prev Close:13.64
    YTD Return*:-1.89%
    Net Assets*:110.91M
    Yield*:0.59%

    * As of 31-May-16

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

    Headlines

    • No Headlines available for TORZX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MU5.77N/A
    INTC5.48N/A
    BAC4.25N/A
    MET2.36N/A
    C2.32N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:110.91M
    Category:Large Blend
    Annual Report Expense Ratio (net):0.95%

    Performance & Risk

    YTD Return:-1.89%
    5y Avg Return:9.19%
    Rank in Category (ytd):95
    % Rank in Category (ytd):5.82%
    Beta (3y):1.08
    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")). View More
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