Fund Inception Date: Sep 07, 2004
Category: Long-Short
Overall Risk: Average
Fund Family: TFS Capital Funds
Return Since Inception: 9.47%
YTD Return: 16.02%
Yield (TTM): 0.00%
Net Assets: 828.41 M
- Morningstar Rating:
- 5 of 5
The investment seeks to produce capital appreciation while having a low correlation to the U.S. equity market (S&P 500). The fund seeks to minimize U.S. equity market risk by taking both long and short positions in US common stocks. It generally owns a diversified portfolio of common stocks while maintaining a diversified portfolio of short positions in common stocks. The fund primarily invests in common stocks and, to a lesser degree, in registered investment companies. It may invest in equity options, financial futures, and other types of equity derivatives.
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| Size |
|
| Average Market Cap |
$1,266 M |
| Market Capitalization |
Portfolio |
| Giant |
1.35% |
| Large |
1.72% |
| Medium |
35.69% |
| Small |
41.96% |
| Micro |
19.28% |