Nasdaq - Delayed Quote USD

LS Opportunity Fund Institutional Class (LSOFX)

17.57 -0.01 (-0.06%)
As of 8:05 AM EDT. Market Open.

Fund Summary

The fund will employ a research-driven, bottom-up stock selection process on both the long and short side. The advisor generally intends to take positions in equity securities, including common and preferred stocks and securities convertible into equity securities, and in other investment companies. It may also hold positions in foreign securities.

LS Opportunity Fund Institutional Class

Indianapolis IN 46208
2960 N Meridian Street Ste 300
317-917-7000

Fund Overview

Category Long-Short Equity
Fund Family Long Short
Net Assets 186.45M
YTD Return 7.26%
Yield 0.00%
Morningstar Rating
Inception Date Sep 29, 2010

Fund Operations

Last Dividend --
Last Cap Gain 9.00
Holdings Turnover 74.68%
Average for Category --

Fees & Expenses

Expense LSOFX Category Average
Annual Report Expense Ratio (net) 3.00% 1.92%
Prospectus Net Expense Ratio 3.00% --
Prospectus Gross Expense Ratio 3.05% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.33%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Steven R. Labbe, Lead Manager since July 31, 2020
Mr. Labbe is a portfolio manager at Prospector Funds and has been a portfolio manager or securities analyst for more than 20 years. Mr. Labbe joined Prospector Partners, LLC, an affiliate of Prospector Funds Inc, in March, 2012. He began as an analyst, covering the insurance industry and gradually increased his coverage to asset managers, exchanges, and brokers; he became a portfolio manager in July, 2020. From 1996 to 2012, Mr. Labbe was employed as an analyst with Langen McAlenney, a division of Janney Montgomery Scott, covering the insurance industry. Mr. Labbe received a B.S. degree in Mathematics, from Central Connecticut State University in December, 1995. He received his Chartered Financial Analyst designation in 2001.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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