LJM Preservation and Growth Fund

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -7.20 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year -7.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation and capital preservation with low correlation to the broader U.S. equity market. Under normal circumstances, the fund invests primarily in long and short call and put options on Standard & Poor's 500 Index ("S&P") futures contracts; and cash and cash equivalent investments, including money market funds and high-quality short-term (3 months or less) fixed income securities such as U.S. Treasury securities. The fund is non-diversified.

Fees

Fees are High compared to funds in the same category.
LJM Preservation and Growth Fund has an expense ratio of 2.45 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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Conservative Allocations

Highest Returns (10-year)

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