Hundredfold Select Equity Fund

Class S (SFEOX)
Scorecard
1 / 5 Stars
Lipper
4 4 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
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TheStreet.com
D- (Sell)

U.S. News evaluated 84 Tactical Allocation 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 10.04 percent over the past year, -0.42 percent over the past three years, and 8.01 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 2.7%
1 Year 10.0%
3 Years (Annualized) -0.4%
5 Years (Annualized) 8.0%
10 Years (Annualized) N/A

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Summary

The investment seeks a high total rate of return (income from short-term trading plus capital appreciation) on an annual basis. Under normal market conditions, the fund will invest at least 80% in equity securities or derivatives of such securities. It invests in equity securities of any market capitalization, investment style, market sector or industry. The fund may also seek exposure to securities of foreign issuers. Hundredfold Advisors LLC ("Hundredfold" or the "Subadviser") actively manages the Equity Fund's portfolio by attempting to anticipate, and respond to, trends in equity securities. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Hundredfold Select Equity Fund has an expense ratio of 2.43 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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