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GMNRX LMCG Global Market Neutral Investor

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Fund GMNRX LMCG Global Market Neutral Investor ZMNVX Zacks Market Neutral Investor  
100% 89%
Annual Fees
(1.85% Exp. Ratio)
(1.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.15% annual return
$10,812.45 $11,493.33
Est. savings over 30 yrs +$680.88
As of 12/31/16
1 YR RETURN -3.01%
3 YR 3.70%
5 YR --
10 YR --
1 YR RETURN 6.54%
3 YR 4.71%
5 YR 1.71%
10 YR --
The investment seeks capital appreciation independent of equity market conditions. The Adviser seeks to achieve the fund's investment objective by primarily investing in long and short positions in equity securities of companies in the MSCI All Country World IMI Index (the "index"), which includes securities of companies across large, mid and small cap segments in U.S. and foreign developed and emerging market countries. It also may invest in equity swaps.
The investment seeks to generate positive returns in both rising and falling equity markets. The fund seeks a total return greater than the return on three-month U.S. Treasury Bills. The manager attempts to maintain minimal exposure to general market risk by always having both long and short positions in stocks, options and other instruments. It has a long position in a security when it owns the security and has "sold short" a position when it sells a security it does not own. The fund may invest in equity securities of companies of any size capitalization, including mid-cap and small-cap companies.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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