SWHEX quote
14.09up +0.02 +0.14%
Previous Close14.07CategoryLong-Short
Net Assets305.89 MilDividend Yield0.09%
Morningstar ratings:Minimum Initial Purchase100
RiskAverage1 Year Return16.40%
RatingRating: 3 out of 53 Year Return-3.22%
ReturnAverage5 Year Return2.22%
Cumulative growth of a $10,000 investment
10k growth chart
20042005200620072008YTD
Growth17.45%30.27%42.73%40.98%12.07%24.41%
Value$11,745$13,027$14,273$14,098$11,207$12,441
Last NAV update 6:05 PM ET   Financial data in U.S. dollars

Your latest quotes:  MDFOX, SWHEX, BOGSX, GME, PTTRX, IFBV

Overview
The investment seeks long-term capital appreciation over market cycles with lower volatility than the broad equity market. The fund normally invests at least 80% of net assets in long and short positions in equity securities issues by U.S. companies. The fund typically purchases or sells short stocks of companies that have market capitalization of $1 billion or more at the time the stock is purchased or sold short.
More information for SWHEX
Fees and expenses
Front load0.00%
Deferred load0.00%
Expense Ratio1.77%
Top holdings for SWHEX
Company Name% Net Assets
EMCOR Group, Inc.2.76%
Sybase Inc.2.68%
RadioShack Corporation2.64%
Discover Financial Services2.62%
World Fuel Services Corporation2.62%
More top holdings for SWHEX
Additional Fund Information
Inception date09/03/2002
ManagerPaul Davis
Manager start date06/15/2006
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