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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 39 Market Neutral Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all BPV Family of Funds funds
Performance
The fund has returned 2.26 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.9% |
| 1 Year | 2.3% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital preservation while generating long-term capital appreciation. The fund focuses on investing in a portfolio that may include both equity and fixed income securities that generate dividend or interest income (the "Long Positions"), while at the same time hedging a substantial portion of the fund's Long Positions using options.
