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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-0.75% 3 years-1.53%
3 months+0.54% 5 years+4.56%
1 year-3.88% Since inception+3.98%
Data through --

Peer Comparisonvs. Long-short equity

Performance 5-yr return+4.56%+5.86%
Expense ratio1.48%1.94%
Risk 5 year sharpe ratio0.510.67
Net assets$52.1M$267.0M
Average market cap--$30.2B
Average P/E--16.4
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyToews Funds
Fund manager & tenurePhillip Toews / 6 Years
Minimal initial investment$10,000.00
Minimum IRA investment$10,000.00


Fixed income37.05%
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.