Leigh Baldwin Total Return Fund

Class C (LEBOX)

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 4.51 percent over the past year, -1.65 percent over the past three years, and 0.54 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 2.4%
1 Year 4.5%
3 Years (Annualized) -1.6%
5 Years (Annualized) 0.5%
10 Years (Annualized) N/A

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Summary

The investment seeks to provide total return. The fund seeks to achieve its investment objective by purchasing equity securities (including common stock, shares of other investment companies, and exchange traded funds) and selling covered calls to generate income to the fund. It will invest in the stocks of primarily U.S. domestic companies of any market capitalization selected based on fundamental research performed by the fund's investment adviser. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Leigh Baldwin Total Return Fund has an expense ratio of 1.75 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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