| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
5
2
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C-
(Hold)
|
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.
See all Preservation Trust Advisors funds
Performance
The fund has returned -0.50 percent over the past year, -3.58 percent over the past three years, -4.56 percent over the past five years, and 4.00 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.5% |
| 1 Year | -0.5% |
| 3 Years (Annualized) | -3.6% |
| 5 Years (Annualized) | -4.6% |
| 10 Years (Annualized) | 4.0% |
Summary
The investment seeks to achieve long-term capital appreciation with an emphasis on positive (absolute) returns and low correlation to traditional financial market indices. The fund seeks to achieve its investment objective with lower volatility than if the fund utilized a single strategy approach. Its adviser may invest the fund's assets directly and select and oversee one or more sub-advisers who will manage separate segments of the fund's portfolio using a wide range of positive (absolute) return and alternative investment strategies as well as strategies focused on enhanced risk-adjusted returns.
Fees
Fees are Above Average compared to funds in the same category.
PTA Comprehensive Alternatives Fund has an expense ratio of 2.23 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
