1 / 5 Stars
1 1 1 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#6 in Long/Short Equity
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.
The fund has returned 0.58 percent over the past year, -10.92 percent over the past three years, and -3.58 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.6%|
|3 Years (Annualized)||-10.9%|
|5 Years (Annualized)||-3.6%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term growth of capital; a secondary objective of the fund is to limit risk during unfavorable market conditions. The fund's adviser seeks to achieve its investment objective by investing primarily in: (1) exchange traded funds ("ETFs"), (2) derivative instruments, (3) fixed income securities, (4) common stock, (5) cash equivalents (each issued by or primarily linked to "emerging market" issuers outside the U.S.), (6) fixed income securities and (7) cash equivalents (of U.S. Issuers). It is non-diversified.
Fees are Above Average compared to funds in the same category.
Toews Hedged Emerging Markets Fund has an expense ratio of 1.50 percent.
Risk is High compared to funds in the same category according to Morningstar.