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KZSIX Kaizen Hedged Premium Spreads I

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Fund KZSIX Kaizen Hedged Premium Spreads I
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Annual Fees
(1.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.78% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 5.44%
3 YR --
5 YR --
10 YR --
The investment seeks risk-adjusted returns which are uncorrelated to the broader markets. The fund pursues its investment objective primarily by simultaneously purchasing and writing (selling) put or call options on major equity indexes. It typically writes index put options and call options with weekly and monthly expirations. The fund will generally have up to 15 credit spreads at any given time, with up to 25% exposure to a single equity index credit spread. The equity indexes with respect to which the fund will purchase and write options are generally based on a mixture of underlying securities. It is non-diversified.

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