TFS Hedged Futures Fund

 (MUTF:TFSHX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.29%
   
1 week   +1.16%
   
4 week   +0.77%
   
3 month
   
-1.23%  
YTD   +0.48%
   
1 year   +8.41%
   
3 years*
   
-0.72%  
5 years*   -  
*annualized
Best 3 month return+8.90%  
Worst 3 month return-3.23%  

Morningstar statistics

Morningstar category: Managed Futures
  Return Risk Rating
3 years Below Average Low
5 years     -     - -
10 years     -     - -
Overall Below Average Low

Key statistics

Total assets16.86M 
Front load-  
Deferred load-  
Expense ratio1.95%  
Management fee-  
Fund familyTFS Capital Funds 

Asset allocation

Cash156.92%  
Stocks-10.01%  
Bonds0.00%  
Other-7.35%  

Purchase information

Initial$5,000  
Additional$100  
IRA Initial$5,000  
10.44+0.03(0.29%)
Feb 10, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. The fund will invest in these instruments directly or indirectly by investing in the Subsidiary that invests in those instruments. It will primarily invest in futures contracts from global developed and emerging markets including, but not limited to, equity index or other financial futures and commodity futures. The fund is non-diversified.
Fund filings (PDF) »
Asset managers:
Eric Newman (Started: Dec 29, 2011)
David Hall (Started: Mar 1, 2015)
Kevin Gates (Started: Dec 29, 2011)
Richard Gates (Started: Dec 29, 2011)
Advisor Company:
TFS Capital LLC
Fund family reports on Morningstar »
TFS Capital Funds, 1800 Bayberry Court Suite 103, Richmond, VA 23226, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 5.64 -0.14     -     -
Beta* -0.12 -0.10     -     -
Mean annual return 0.48 -0.09     -     -
R-squared* 9.69 4.67     -     -
Standard deviation 4.15 4.64     -     -
Sharpe ratio 1.38 -0.24     -     -
* Against standard index

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