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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 38 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 3.17 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 1.0% |
| 1 Year | 3.2% |
| 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.
Fees
Fees are Below Average compared to funds in the same category.
BPV Wealth Preservation Fund has an expense ratio of 1.00 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
