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Lipper
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Zacks Investment Research
5
(Strong Sell)
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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 Portfolio Strategies Inc funds
Performance
The fund has returned -3.59 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.1% |
| 1 Year | -3.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks positive absolute returns with less volatility than the S&P 500 Index. The fund's investment adviser seeks to achieve its investment objective by investing long or short in a combination of exchange traded funds ("ETFs"), derivatives and open-end investment companies (mutual funds") using the adviser's market neutral strategy. The ETFs and mutual funds in which the fund invests each primarily invest in (1) US common stocks, (2) foreign common stocks; (3) US fixed income securities, (4) foreign fixed income securities, (5) commodities, or (6) currencies. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
PSI Market Neutral Fund has an expense ratio of 1.90 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
