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RESQ Dynamic Allocation C (RQECX)

9.91
+0.05
+(0.51%)
At close: 8:02:41 PM EDT

Fund Summary

The fund seeks to achieve its investment objective by investing, either directly or indirectly through mutual funds and exchange traded funds ("ETFs") (collectively, "underlying funds"), in foreign (including emerging markets) and domestic equity securities, fixed income securities and commodities. The equity securities in which the fund invests may be of any market capitalization and includes common stocks, preferred stocks, rights, warrants, depositary receipts and real estate investment trusts ("REITs").

RESQ Dynamic Allocation C

OMAHA NE 68130
17605 WRIGHT STREET
631-470-2621

Fund Overview

Category Tactical Allocation
Fund Family RESQ Funds
Net Assets 35.66M
YTD Return -2.13%
Yield 0.00%
Morningstar Rating
Inception Date Dec 20, 2013

Fund Operations

Last Dividend 0.01
Last Cap Gain 3.00
Holdings Turnover 127.00%
Average for Category --

Fees & Expenses

Expense RQECX Category Average
Annual Report Expense Ratio (net) 3.22% 1.29%
Prospectus Net Expense Ratio 3.22% --
Prospectus Gross Expense Ratio 3.50% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.22%
Max Deferred Sales Load -- 1.17%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

John W. Greer, Lead Manager since December 20, 2013
John W. Greer, CFA, has been a Portfolio Manager of the RESQ Investment Partners, LLC since starting the RESQ Investment Partners, LLC in 2013. Mr. Greer has been an investment strategist at Total Investment Management, Inc., an affiliate of the RESQ Investment Partners, since 2007 and sits on the investment committee. Mr. Greer earned his BS in Finance from W.P. Carey School of Business at Arizona State University.

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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