LSOFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

LS Opportunity Fund Institutional Class (LSOFX) Ownership - Who owns LS Opportunity Fund Institutional Class?

The investment seeks to generate long-term capital appreciation by investing in both long and short positions within a portfolio consisting of primarily publicly-traded common stock, with less net exposure than that of the stock market in general... Show more

Category: #Long-Short

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Alternative Funds

Fundamentals

LSOFX

Net Assets

189M

Fund Existence

over 14 years

Turnover

46.61

Total Expense Ratio

2.70

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Long-Short Equity

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.75

Assets in Top Ten Holdings

58.1M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

189M

Fund Type

OpenEnd

Index Fund

Management Fee

1.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

62.00

Number of Net Holdings

92.00

Number of Short Holdings

30.00

Prospectus Acquired Expense Ratio

0.02

Weighting Top Ten Holdings

32.96%

Gain YTD

-2.475

Annual Yield % from dividends

0.77

Returns for 1 year

0.54

Returns for 3 years

10.83

Returns for 5 years

31.65

Returns for 10 years

39.25

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General Information

Category LongShort

Profile

Fundamentals

Details