| 16.34 Net Asset Value | 0.00% 1 Day | +1.18% Year-to-Date | Overall Morningstar Rating |
| Long/short equity Style or Category | No Load Sales Expenses | 6.49% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +0.49% | 3 years | -1.23% | |
| 3 months | +0.43% | 5 years | -- | |
| 1 year | +0.55% | Since inception | +5.12% |
| BPFIX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +2.46% |
| Expense ratio | 6.49% | 1.94% |
| Risk 5 year sharpe ratio | -0.55 | 0.19 |
| Net assets | $22.5M | $394.3M |
| Average market cap | $1.7B | $30.6B |
| Average P/E | 20.1 | 17.0 |
| Portfolio turnover | 552% | 552% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Preservation Trust Advisors |
| Fund manager & tenure | Christopher Wolf / 1 Years |
| Minimal initial investment | $100,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 25.44% |
| Telecommunication | 21.37% |
| Energy | 17.18% |
| Media | 13.91% |
| Consumer goods | 11.57% |
| TRCXX Short-Term Invts Tr | 14.29% |
| SHY iShares Barclays 1-3 Year Treasury Bond | 6.72% |
| BOND PIMCO Total Return ETF | 5.38% |
| DBLTX DoubleLine Total Return Bond I | 4.15% |
| PEMDX PIMCO Emerging Markets Bond D | 3.51% |
| ARBNX Arbitrage I | 1.56% |
| -- Western Refng Cv 5.75% | 1.15% |
| WNR Western Refining Inc | 1.12% |
| MDY SPDR S&P MidCap 400 | 1.03% |
| WMS WMS Industries, Inc. | 1.02% |
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