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Toews Tactical Monument 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 invests primarily in equity index futures contracts- as well as fixed income securities- ETFs- U.S. Large Cap Stocks and cash equivalents. The adviser defines large-cap common stock securities as those securities included in the MSCI US Prime Market Growth Index- the S&P 500 Index- the S&P 500 Growth Index- the Russell 1000 Growth Index- the NASDAQ-100 Index- and/or securities of other broad-based U.S. large-cap stock indices.


1 month+5.34% 3 years+2.62%
3 months+9.41% 5 years+7.28%
1 year+24.52% Since inception+5.59%
Data through --

Peer Comparisonvs. Long-short equity

Performance 5-yr return+7.28%+6.23%
Expense ratio1.32%1.90%
Risk 5 year sharpe ratio0.730.79
Net assets$42.4M$316.4M
Average market cap--$40.5B
Average P/E--17.1
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyToews Funds
Fund manager & tenurePhillip Toews / 7 Years
Minimal initial investment$10,000.00
Minimum IRA investment$10,000.00


Fixed income80.90%
U.S. stock0.20%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
BSV Vanguard Short-Term Bond Index Fund ETF Shares54.06%
VBITX Vanguard Short-Term Bond Index Fund Institutional Shares27.21%
-- 0.20%
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares0.00%