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Longboard A (LONAX)

14.05
+0.01
+(0.07%)
At close: May 1 at 6:46:57 PM EDT
Loading Chart for LONAX
  • Previous Close 14.04
  • YTD Return -2.10%
  • Expense Ratio 2.24%
  • Category Options Trading
  • Last Cap Gain -23.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 144.02M
  • Beta (5Y Monthly) 0.67
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 102.00%
  • Last Dividend 0.67
  • Inception Date Dec 9, 2015

The fund pursues its investment objective using three principal strategies: an Equity Strategy, a Futures Strategy and a Fixed Income Strategy. Under normal market conditions, the fund’s assets are allocated among the three strategies according to the fund’s asset allocation model which, consistent with the fund’s benchmark, the Morningstar Moderate Target Risk Index, targets exposures generally equivalent to 60% stocks/40% bonds although exposures may vary at the Adviser’s discretion.

Longboard

Fund Family

Options Trading

Fund Category

144.02M

Net Assets

2015-12-09

Inception Date

Performance Overview: LONAX

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Trailing returns as of 4/29/2025. Category is Options Trading.

YTD Return

LONAX
2.10%
Category
6.64%
 

1-Year Return

LONAX
2.41%
Category
16.67%
 

3-Year Return

LONAX
2.64%
Category
6.96%
 

5-Year Return

LONAX
8.47%
Category
6.01%
 

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Holdings: LONAX

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Sector Weightings

SectorLONAX
Industrials   21.14%
Technology   8.71%
Real Estate   7.48%
Healthcare   7.00%
Utilities   5.29%
Energy   3.46%

Recent News: LONAX

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Research Reports: LONAX

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