CMG Global Equity Fund

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Performance

Trailing Returns Updated 02.28.2014
Year to date 0.8%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long term total return with less volatility than global equity markets in general. The fund normally invests at least 80% of its total assets in equity securities of publicly listed companies, and at least 40% of its assets in securities issued by companies domiciled outside of the United States, from a minimum of three foreign countries. The adviser initially intends to build a portfolio of 50 equity positions, but the total number held by the fund may vary from time-to-time as determined by the adviser. It is non-diversified.