Sandalwood Opportunity Fund Class A (SANAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
Sales Expenses
Expense Ratio
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 using multiple event-driven, credit analysis-based, long/short credit, distressed debt, relative value and global strategies. Each type of strategy typically employs risk-reducing hedging techniques using short selling, futures contracts, options or credit-default swaps and total return swaps. The fund may also invest in long/short equity strategies which seek returns by investing in equities that are undervalued and short selling equities that are considered overvalued.


1 month-3.28% 3 years--
3 months-4.22% 5 years--
1 year+0.60% Since inception+7.80%
Data through --

Peer Comparisonvs. Multialternative

Performance 5-yr return--+3.92%
Expense ratio3.57%2.02%
Risk 5 year sharpe ratio--0.70
Net assets$278.5M$349.0M
Average market cap--$24.4B
Average P/E--17.3
Portfolio turnover197%197%

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Fund Management and Purchase Info

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


Fixed income74.26%
U.S. stock3.21%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- Hertz 7.5%1.73%
-- Siderwinder Drilling 144A 9.75%1.73%
-- Paperworks Inds 144A 9.5%1.70%
-- Tempel Steel Company 144A 12%1.49%
-- Structured Asset Inv 2005-10 FRN1.48%
-- Armored Autogroup 9.25%1.35%
-- Newfield Expl 7.125%1.31%
-- Homebanc Mtg Tr 2006-2 CMO1.31%
-- Amkor Tech 7.375%1.30%
-- Sungard Data Sys 7.375%1.27%

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