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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-0.10% 3 years+5.68%
3 months-12.09% 5 years+5.15%
1 year-9.99% Since inception+5.46%
Data through --

Peer Comparisonvs. Long/short equity

Performance 5-yr return+5.15%+5.78%
Expense ratio1.41%1.88%
Risk 5 year sharpe ratio0.570.69
Net assets$75.0M$345.1M
Average market cap--$41.2B
Average P/E--16.4
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 income29.12%
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.

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