| 9.34 Net Asset Value | 0.00% 1 Day | +14.60% Year-to-Date | Overall Morningstar Rating |
| Long/short equity Style or Category | 5.75 Sales Expenses | 2.20% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +4.59% | 3 years | -- | |
| 3 months | +11.46% | 5 years | -- | |
| 1 year | +17.04% | Since inception | -7.41% |
| SCOTX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +2.46% |
| Expense ratio | 2.20% | 1.95% |
| Risk 5 year sharpe ratio | -- | 0.19 |
| Net assets | $58.7M | $410.0M |
| Average market cap | -- | $32.1B |
| Average P/E | -- | 16.9 |
| Portfolio turnover | -- | -- |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | CMG |
| Fund manager & tenure | Stephen Blumenthal / 1 Years |
| Minimal initial investment | $25,000.00 |
| Minimum IRA investment | $5,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |

| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- General Elec Cap Corp Mtn Be 5.9% | 2.75% |
| -- Johnson & Johnson 1.2% | 2.62% |
| -- Verizon Comms 1.25% | 2.62% |
| -- S&P E-Mini Future | 0.76% |