LJM Preservation and Growth Fund Class I (LJMIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Long/short equity
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation and capital preservation with low correlation to the broader U.S. equity market. Under normal circumstances, the fund invests primarily in long and short call and put options on Standard & Poor's 500 Index ("S&P") futures contracts; and cash and cash equivalent investments, including money market funds and high-quality short-term (3 months or less) fixed income securities such as U.S. Treasury securities. The fund is non-diversified.


1 month+2.91% 3 years--
3 months+3.66% 5 years--
1 year+6.22% Since inception-2.36%
Data through --

Peer Comparisonvs. Long/short equity

Performance 5-yr return--+6.85%
Expense ratio3.55%1.90%
Risk 5 year sharpe ratio--0.75
Net assets$97.8M$379.0M
Average market cap$71.3B$36.2B
Average P/E18.617.4
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyLJM Funds
Fund manager & tenureAnthony Caine / 2 Years
Minimal initial investment$100,000.00
Minimum IRA investment--


U.S. stock0.00%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.

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