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Toews Hedged Core L Fund (THLGX)

9.27
Net Asset Value
0.00%
1 Day
-4.04%
Year-to-Date
Overall Morningstar Rating
Long-short equity
Style or Category
No Load
Sales Expenses
1.41%
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.

Performance

1 month-2.32% 3 years+0.87%
3 months+2.32% 5 years+2.36%
1 year-17.29% Since inception+4.27%
Data through --

Peer Comparisonvs. Long-short equity

 THLGXCategory
Performance 5-yr return+2.36%+3.52%
Expense ratio1.41%1.91%
Risk 5 year sharpe ratio0.220.30
Net assets$58.4M$266.0M
Average market cap--$40.4B
Average P/E--17.2
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

Holdings

Cash62.85%
Fixed income37.15%
U.S. stock0.00%
International stock0.00%
Other0.00%
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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