LJM Preservation and Growth Fund Class I (LJMIX)

10.27
Net Asset Value
+0.10%
1 Day
+9.49%
Year-to-Date
Overall Morningstar Rating
Long/short equity
Style or Category
No Load
Sales Expenses
2.66%
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 purchased (aka "long") and sold (aka "short") call and put options on Standard & Poor's 500 Futures Index ("S&P"). The fund seeks to achieve its investment objectives by capturing gains on options sold on S&P futures contracts that can be purchased ("closed") at a later date for a lower price than the price realized when originally sold. The fund is non-diversified.

Performance

1 month+0.98% 3 years--
3 months+5.45% 5 years--
1 year+3.85% Since inception+0.78%
Data through --

Peer Comparisonvs. Long/short equity

 LJMIXCategory
Performance 5-yr return--+6.50%
Expense ratio2.66%1.91%
Risk 5 year sharpe ratio--0.67
Net assets$110.6M$383.1M
Average market cap$69.8B$35.6B
Average P/E17.918.1
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--

Holdings

Cash103.75%
U.S. stock0.00%
International stock0.00%
Fixed income0.00%
Other0.00%
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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