Broadmark Tactical Plus Fund

U.S. News evaluated 121 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 12.72 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date -1.6%
1 Year 12.7%
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. These instruments generally include futures and options on securities, securities indices and shares of exchange-traded funds ("ETFs").

Fees

Fees are Above Average compared to funds in the same category.
Broadmark Tactical Plus Fund has an expense ratio of 1.84 percent.

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Risk

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

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See Also:

Top Broadmark Asset Management LLC Funds