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Nasdaq - Delayed Quote USD

Longboard I (LONGX)

14.09
+0.01
+(0.07%)
At close: 8:01:57 PM EDT

Fund Summary

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 I

HAUPPAUGE, NY 11788
450 WIRESLESS BLVD
631-470-2600

Fund Overview

Category Options Trading
Fund Family Longboard
Net Assets 144.02M
YTD Return -2.03%
Yield 0.00%
Morningstar Rating
Inception Date Dec 09, 2015

Fund Operations

Last Dividend 0.69
Last Cap Gain -23.00
Holdings Turnover 102.00%
Average for Category --

Fees & Expenses

Expense LONGX Category Average
Annual Report Expense Ratio (net) 1.99% 1.20%
Prospectus Net Expense Ratio 1.99% --
Prospectus Gross Expense Ratio 1.99% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.52%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Sarah Baldwin is a Portfolio Manager and Managing Director of Investments. As a member of our Executive Team, Sarah drives the execution of Longboard's strategic initiatives and is responsible for building and managing a best-in-class trading and research team. Before joining Longboard, Ms. Baldwin spent 12 years at Graham Capital Management, a $17 billion CTA based in Connecticut. As a trader on a global macro trading team, she was focused on global monetary policy, macroeconomics and fundamental analysis. Priote to that role, she worked on the quantitative trading team focused on systematic trend following strategies. She has extensive experience on the trading side and spends a lot of time speaking with clients. Ms. Baldwin graduated from the University of Connecticut with a bachelor's degree in Economics and Political Science.

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. 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.

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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