Crow Point Defined Risk Global Equity Income 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 7.98 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 3.8%
1 Year 8.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks income with long-term growth of capital as a secondary objective. The fund intends to achieve its investment objective through buying a portfolio of high dividend paying common stocks of U.S. and non-U.S. companies and other equity securities like preferred and convertible stocks and then actively hedging the fund's equity exposure with options. It expects normally to invest at least 80% of its total assets in equity securities (including securities convertible into equity securities) of U.S. and non-U.S. companies that pay attractive dividends or that the fund's advisor believes have the potential to increase dividends over time.

Fees

Fees are Above Average compared to funds in the same category.
Crow Point Defined Risk Global Equity Income Fund has an expense ratio of 1.25 percent.

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Risk

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

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