OTC Markets OTCPK - Delayed Quote USD

Fulcrum Diversified Absolute Ret I $ Acc (0P0001C1J1)

138.21 -0.21 (-0.15%)
At close: December 20 at 3:00:00 PM EST

Fund Summary

Fulcrum Diversified Absolute Ret I $ Acc

767 Third Avenue
0016468376110

Fund Overview

Category --
Fund Family Fulcrum Asset Management LLP
Net Assets --
YTD Return 10.72%
Yield 0.00%
Morningstar Rating
Inception Date Feb 28, 2017

Fund Operations

Fees & Expenses

Expense 0P0001C1J1 Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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