Giralda Fund

Class Inst (GDAIX)

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 19.19 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -1.2%
1 Year 19.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests predominantly in common stocks of U.S. and foreign (including emerging market) issuers of any market capitalization, and may also invest in real estate investment trusts ("REITs") and commodity-related funds. The focus of it is on market segments that the adviser believes offer attractive long-term capital appreciation potential. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Giralda Fund has an expense ratio of 1.18 percent.

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Risk

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

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