BPV Wealth Preservation Fund

U.S. News evaluated 52 Market Neutral 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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The fund has returned 3.59 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 1.2%
1 Year 3.6%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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.


Fees are Low compared to funds in the same category.
BPV Wealth Preservation Fund has an expense ratio of 1.00 percent.

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Risk is N/A compared to funds in the same category according to Morningstar.

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