Toews Hedged Small & Mid Cap Fund

Class Other (THSMX)
Scorecard
3 / 5 Stars
Lipper
3 1 1 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C (Hold)

#5 in Long/Short Equity

U.S. News evaluated 107 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 26.73 percent over the past year, and 4.98 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 2.0%
1 Year 26.7%
3 Years (Annualized) 5.0%
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 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 Above Average compared to funds in the same category.
Toews Hedged Small & Mid 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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