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GMG Defensive Beta

MPDAX
10.46
-0.04
-0.38%
5/3/2016
5 Years
  • Previous Close

    10.50

  • Net Assets

    20.77M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.49%

  • Category

    Large Blend

  • Morningstar Risk

    Low

  • Morningstar Rating
Profile

Name of Issuer

GMG

Fund Style

Open

Fund Manager

William Krivicich

Investment Style

Large Growth

The investment seeks long-term capital appreciation with less volatility than broader equity markets. The fund's adviser, Montebello Partners, LLC, seeks to achieve long-term capital appreciation with less volatility than the broader equity markets by investing long or short across a broad array of traditional and alternative asset classes of U.S. and foreign issuers using its proprietary "Alpha" and "Beta" strategies. It may invest up to 25% of its total assets in a wholly-owned and controlled subsidiary (the "Subsidiary"), which has the same investment objective as the fund. The fund will use leverage to enhance returns.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 1,000
Initial Purchase: AIP 1,000

Inception

8/14/2009

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