LJM Preservation and Growth Fund Class I (LJMIX)

Net Asset Value
1 Day
Overall Morningstar Rating
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 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.


1 month+0.50% 3 years-37.71%
3 months-81.47% 5 years-24.49%
1 year-80.14% Since inception-24.26%
Data through --

Peer Comparisonvs. Options-based

Performance 5-yr return-24.49%+5.41%
Expense ratio2.34%1.49%
Risk 5 year sharpe ratio-0.310.75
Net assets$13.2M$298.1M
Average market cap--$126.6B
Average P/E--21.9
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyLJM Funds
Fund manager & tenureAnthony Caine / 5 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.