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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Whitebox Advisors, LLC funds
Performance
The fund has returned 9.76 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.2% |
| 1 Year | 9.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide investors with a combination of capital appreciation and income that is consistent with prudent investment management. The Adviser has wide latitude to allocate the fund's assets among common and preferred stocks, warrants, fixed income securities, convertible securities, indexed securities and derivatives. The fund's equity investments will be comprised principally of common stocks, preferred stocks and convertible securities of U.S. issuers. It may invest in fixed income securities without regard to their credit ratings. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Whitebox Tactical Opportunities Fund has an expense ratio of 1.67 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
