Broadmark Tactical Plus Fund

U.S. News evaluated 107 Long/Short Equity 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 14.29 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -2.2%
1 Year 14.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks produce, in any market environment, above-average risk-adjusted returns and less downside volatility than the S&P 500 Index. The fund seeks to achieve its investment objective by investing primarily in a diversified portfolio of instruments that provide exposure to U.S. and non-U.S. equity securities. It may also invest in equity securities (such as common stocks, preferred stocks and shares of investment companies, including ETFs) of U.S. and non-U.S. issuers in any industry sector and in all market capitalization ranges, including small capitalization stocks, without limitation.

Fees

Fees are Above Average compared to funds in the same category.
Broadmark Tactical Plus Fund has an expense ratio of 1.49 percent.

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Risk

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

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