| 12.77 Net Asset Value | +0.24% 1 Day | +18.13% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 1.66% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +7.31% | 3 years | +15.52% | |
| 3 months | +11.14% | 5 years | +5.45% | |
| 1 year | +36.75% | Since inception | +3.65% |
| TORLX | Category | |
|---|---|---|
| Performance 5-yr return | +5.45% | +4.80% |
| Expense ratio | 1.66% | 1.17% |
| Risk 5 year sharpe ratio | 0.30 | 0.30 |
| Net assets | $53.8M | $2.7B |
| Average market cap | $32.5B | $57.0B |
| Average P/E | 17.4 | 16.4 |
| Portfolio turnover | 105% | 105% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Toreador |
| Fund manager & tenure | Paul Blinn / 6 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer service | 16.94% |
| Financial service | 14.32% |
| Healthcare | 14.16% |
| Telecommunication | 13.48% |
| Energy | 12.75% |
| BAC Bank of America Corporation | 16.04% |
| HPQ Hewlett-Packard Co | 5.94% |
| MET MetLife Inc | 4.78% |
| MS Morgan Stanley | 4.68% |
| ANR Alpha Natural Resources Inc | 3.13% |
| KSS Kohl's Corp | 3.04% |
| NE Noble Corporation | 2.78% |
| JPM JPMorgan Chase & Co | 2.40% |
| C Citigroup Inc | 2.27% |
| SPR Spirit AeroSystems Holdings, Inc. | 2.23% |
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