Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Sandalwood Opportunity Fund (SANAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks income and capital appreciation. The fund seeks to achieve its investment objective by investing primarily in fixed income securities rated below investment grade using multiple event-driven, credit analysis-based, long/short credit, distressed debt, relative value and global strategies. Each type of strategy may employ risk-reducing hedging techniques using short selling, futures contracts, options or credit-default swaps and total return swaps. The fund invests without restriction as to issuer capitalization, country, and credit quality and without restriction as to the maturity of fixed income securities.


1 month-- 3 years--
3 months-- 5 years--
1 year-- Since inception-2.46%
Data through --

Peer Comparisonvs. Multialternative

Performance 5-yr return--+2.93%
Expense ratio3.37%1.85%
Risk 5 year sharpe ratio--0.60
Net assets$14.6M$427.9M
Average market cap--$24.0B
Average P/E--19.7
Portfolio turnover177%177%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familySandalwood
Fund manager & tenureGreg Anderson / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


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
-- 26.44%
-- 12.24%
-- 12.23%
-- 5.08%
-- 4.98%
-- 4.90%
-- 4.88%
-- 3.85%
-- 3.52%
-- 3.52%