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GMG Defensive Beta

MPDAX
10.49
+0.03
+0.29%
9/27/2016
5 Years
  • Previous Close

    10.46

  • Net Assets

    19.97M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.49%

  • Category

    Multi-alternative

  • Morningstar Risk

    High

  • 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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