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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,433.71 | -17.24 | -0.16% |
| NASDAQ | 2,169.18 | -6.83 | -0.31% |
| S&P 500 | 1,105.65 | -0.59 | -0.05% |
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The investment seeks capital appreciation with an emphasis on absolute returns, low volatility, and low correlation to the equity markets.
The fund seeks to maximize the return derived from a portfolio of leveraged long and short strategies with a targeted amount of risk. The advisor seeks to achieve a risk target of 7% volatility, a beta and correlation to the S&P 500 index of less than 0.5, as well as a Sharpe Ratio of greater than 0.25. The fund uses derivatives to obtain long and short exposure within the same asset classes.
| Name | % of Total Fund Assets | |
|---|---|---|
| Goldman Sachs () | 23.1 % | |
| US Treasury Bond 3.875 () | 15.08 % | |
| US Treasury Note 1.625 () | 13.05 % | |
| FHLBA 3.375 () | 7.92 % | |
| S&P 500 Index () | 5.48 % | |
| View Holdings | ||
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BATS data provided in real-time. NYSE, NASDAQ and AMEX data delayed 15 minutes.
Quote data provided by Interactive Data. Historical prices provided by Prophet. © [2007] Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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