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Toews Hedged Core L Fund (THLGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Long/short equity
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term growth of capital; a secondary objective of the fund is to limit risk during unfavorable market conditions. The fund's adviser seeks to achieve its investment objective by investing primarily in: (1) exchange traded funds ("ETFs") that invest primarily in large-cap common stock; (2) large-cap common stock; (3) derivative instruments; (4) fixed income securities and (5) cash equivalents.


1 month+1.20% 3 years+7.83%
3 months+2.53% 5 years+4.93%
1 year-10.92% Since inception+5.64%
Data through --

Peer Comparisonvs. Long/short equity

Performance 5-yr return+4.93%+5.78%
Expense ratio1.41%1.88%
Risk 5 year sharpe ratio0.480.70
Net assets$73.7M$345.1M
Average market cap--$38.4B
Average P/E--16.7
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyToews Funds
Fund manager & tenurePhillip Toews / 5 Years
Minimal initial investment$10,000.00
Minimum IRA investment$10,000.00


Fixed income29.19%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.