Longview Tactical Allocation Fund Class A

 (MUTF:LONGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week
   
-0.11%  
4 week   +0.78%
   
3 month   +0.56%
   
YTD   +2.49%
   
1 year   +2.34%
   
3 years*   -  
5 years*   -  
*annualized
Best 3 month return+8.79%  
Worst 3 month return-9.98%  

Morningstar statistics

Morningstar category: Multialternative
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets20.28M 
Front load5.75%  
Deferred load-  
Expense ratio2.75%  
Management fee-  
Fund familyLongView Capital Management LLC 

Asset allocation

Cash43.27%  
Stocks23.29%  
Bonds32.35%  
Other1.08%  

Purchase information

Initial$1,000  
IRA Initial$1,000  
AIP Initial$1,000  
AIP Additional$100  
9.050.00(0.00%)
Nov 15, 4:00PM EST

Description

The investment seeks long-term capital appreciation with capital preservation as a secondary objective. The fund invests primarily in exchange-traded products - exchange-traded funds ("ETFs") and exchange-traded notes ("ETNs"). It invests in exchange-traded funds that invest primarily in foreign securities. Exchange-traded products are traded on securities exchanges. The fund may invest in ETFs that hold, and ETNs that track an index comprised of, U.S. and foreign securities, including securities issued by emerging market countries, and in U.S. and foreign debt securities of any credit quality or maturity. It is non-diversified.
Fund filings (PDF) »
Asset manager:
Christian Wagner (Started: Jun 24, 2011)
Advisor Company:
LongView Capital Management LLC
Fund family reports on Morningstar »
2 Mill Road Suite 105
4433030175 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -3.14     -     -     -
Beta* 0.34     -     -     -
Mean annual return 0.12     -     -     -
R-squared* 12.17     -     -     -
Standard deviation 5.83     -     -     -
Sharpe ratio 0.24     -     -     -
* Against standard index

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