Toews Hedged Large-Cap Fund

Class Other (THLGX)
Scorecard
4 / 5 Stars
Lipper
4 3 1 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#1 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.

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Performance

The fund has returned 20.16 percent over the past year, and 9.73 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 2.3%
1 Year 20.2%
3 Years (Annualized) 9.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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") that invest primarily in large-cap common stock, (2) large-cap common stock, (3) derivative instruments, (4) fixed income securities and (5) cash equivalents. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Toews Hedged Large-Cap Fund has an expense ratio of 1.25 percent.

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Risk

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

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