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TFS Hedged Futures Fund (TFSHX)

Net Asset Value
1 Day
Overall Morningstar Rating
Managed futures
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund will invest in these instruments directly or indirectly by investing in the Subsidiary that invests in those instruments. It will primarily invest in futures contracts from global developed and emerging markets including, but not limited to, equity index or other financial futures and commodity futures. The fund is non-diversified.


1 month-1.50% 3 years-0.75%
3 months+3.24% 5 years--
1 year+6.59% Since inception+2.21%
Data through --

Peer Comparisonvs. Managed futures

Performance 5-yr return--+0.19%
Expense ratio2.24%2.09%
Risk 5 year sharpe ratio--0.08
Net assets$17.3M$403.8M
Average market cap$69.6B--
Average P/E19.7--
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyTFS Capital Funds
Fund manager & tenureKevin Gates / 3 Years
Minimal initial investment$5,000.00
Minimum IRA investment$5,000.00


International stock10.49%
U.S. stock0.00%
Fixed income0.00%
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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