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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 88 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned -6.76 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.7% |
| 1 Year | -6.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to generate capital appreciation in rising and falling markets. The fund seeks to generate capital appreciation in rising and falling markets using two principal strategies: Tactical Long Short Investment Strategy and Fixed Income Investment Strategy. Using the tactical long short investment strategy, it actively trades Standard & Poor's 500 Index futures contracts. During periods when the model's trends are not aligned, absent of a trade signal, the strategy will signal investing in fixed income investments. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
CMG Tactical Equity Strategy Fund has an expense ratio of 1.85 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
