|Net Assets||434.16 Mil|
|Morningstar Return||Above Average|
- Last NAV update 5/20/2013 4:00 PM ET
|The investment seeks to achieve capital appreciation in both rising and falling (bull and bear) equity markets with an annualized level of volatility that is generally lower than the historic level of volatility experienced by the S&P 500 Index. The fund pursues its investment objective by mainly investing, primarily, directly or indirectly through its wholly-owned subsidiary. It may invest up to approximately 25% of its total assets in the Subsidiary, which has the same investment objective as the fund. The fund is non-diversified.|
- Year to date performance as of 5/16/2013 8:00 PM ET
|Fund Manager||Richard Bornhoft|
|Minimum Initial Purchase||2,500.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
|Net Assets||434.16 Mil||164.74 Mil|
|Avg Market Cap||NA||29.19 Bil|
|NAME||% NET ASSETS|
|Mutualhedge Fund Limited Cfc||24.26%|
|Vanguard Short-Term Corp Bd Idx ETF||14.97%|
|iShares Barclays 1-3 Year Credit Bond||14.73%|
|Vanguard Short-Term Bond ETF||14.54%|
|iShares Core Total US Bond Market ETF||8.13%|
|Sgi 10 Yr Bond Index Deposit||1.77%|
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