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Lipper
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Zacks Investment Research
4
(Sell)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 90 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 19.39 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.9% |
| 1 Year | 19.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 primarily invest in small and mid-cap common stock, (2) small and mid-cap common stock, (3) derivative instruments, (4) fixed income securities and (5) cash equivalents. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
Toews Hedged Small & Mid Cap Fund has an expense ratio of 1.25 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
