PSP Multi-Manager Fund Service Shares

 (MUTF:CEFRX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   -  
1 week   +2.51%
   
4 week   +1.69%
   
3 month   +3.65%
   
YTD   +5.58%
   
1 year   +9.07%
   
3 years*   +2.70%
   
5 years*   -  
*annualized
Best 3 month return+4.93%  
Worst 3 month return-9.06%  

Morningstar statistics

Morningstar category: Large Blend
  Return Risk Rating
3 years Low Low
5 years Low Low
10 years     -     - -
Overall Low Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.64M 
Front load-  
Deferred load-  
Expense ratio4.05%  
Management fee-  
Fund familyPSP Family of Funds 

Asset allocation

Cash24.21%  
Stocks75.80%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$250  
AIP Initial$1,000  
AIP Additional$100  
9.97-0.01(-0.10%)
Sep 18, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation and income. Normally, the fund invests at least 50% of its net assets, plus any borrowings for investment purposes, in equity securities, including securities of small- and medium-sized issuers. The types of equity securities in which the fund generally invests include common stocks, preferred stocks, rights, warrants, convertibles, partnership interests, other investment companies, including exchange-traded funds ("ETFs"), and American Depositary Receipts ("ADRs") and other similar investments. It may invest up to 50% of its net assets in securities purchased on foreign exchanges.
Fund filings (PDF) »
Asset managers:
Peter Lupoff (Started: Aug 25, 2014)
Adam Wolfberg (Started: Aug 25, 2014)
Jamie Carter (Started: Aug 25, 2014)
Justin Frankel (Started: Aug 25, 2014)
Jeremy Berman (Started: Aug 25, 2014)
Sean McCooey (Started: Mar 20, 2014)
Steve Landry (Started: Aug 25, 2014)
Jeffrey Ferro (Started: Aug 25, 2014)
Brian Swain (Started: Aug 25, 2014)
Advisor Company:
Pulteney Street Capital Management, LLC
Fund family reports on Morningstar »
PSP Family of Funds, 1345 AVENUE OF THE AMERICAS, NEW YORK DE 10105, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.60 -8.70 -3.58     -
Beta* 0.36 0.52 0.38     -
Mean annual return 0.75 0.12 0.24     -
R-squared* 32.09 55.39 35.69     -
Standard deviation 5.38 8.07 8.51     -
Sharpe ratio 1.67 0.17 0.32     -
* Against standard index

Top 10 holdings

Security Net Assets  
SPDR S&P 500 76.22%