Toews Funds Mutual Fund Family Data Pages

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Performance
03-31-18

Total ReturnCategory Average
Total Return 0.3 -4.0 5.2 6.7 -1.3
Category Average 1.9 -3.1 7.8 7.4 -0.8
Assets for Each Yr* 0.6 0.6 0.8 1.0 1.0
*billions

Trailing Returns %
03-31-18

  YTD 3 Year 5 Year    
Fund Family -1.30 1.72 3.47

Key Stats
03-31-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
995 $10,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock --- --- --- ---
Municipal Bond --- --- --- ---
Taxable Bond 2.7 69.51 1.25 Above Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
Asset Allocation %
Cash 15.8
Stocks 0.3
Bonds 82.8
Other 1.0
Annual Turnover % 482
% Assets in Top 10 ---
 
Sector Breakdown (% of stocks) 
Sensitive 43.1
Communication Services 13.7
Energy 18.1
Industrials 11.3
Technology 0.0
Cyclical 40.3
Basic Materials 14.3
Consumer Cyclical 13.7
Financial Services 8.0
Real Estate 4.3
Defensive 7.4
Consumer Defensives 0.0
Healthcare 6.7
Utilities 0.7

Top 20 US Holdings | Get Price Quotes
YTD Return through 04-18-18

  Sector YTD Return % % Net Assets  
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Best 5-Year Relative Performance | More
04-18-18

Worst 5-Year Relative Performance | More
04-18-18

Lowest Expenses | More
04-18-18

Fund Name Expense Ratio Analyst Report
Toews Tactical Monument 1.22 ---
Toews Tactical Defensive Alpha 1.25 ---
Toews Tactical Growth Allocation 1.25 ---
Toews Tactical Income Fund 1.25 ---
Toews Tactical Oceana 1.25 ---

Highest Expenses | More
04-18-18

Fund Name Expense Ratio Analyst Report
Toews Tactical Defensive Alpha 1.25 ---
Toews Tactical Growth Allocation 1.25 ---
Toews Tactical Income Fund 1.25 ---
Toews Tactical Oceana 1.25 ---
Toews Tactical Opportunity 1.25 ---

Longest Manager Tenure | More
04-18-18

Fund Name Manager Name Average Manager Tenure
Toews Tactical Income Fund Randall Schroeder 5
Toews Tactical Monument Randall Schroeder 5
Toews Tactical Oceana Randall Schroeder 5
Toews Tactical Opportunity Randall Schroeder 5
Toews Tactical Growth Allocation Randall Schroeder 5

Shortest Manager Tenure | More
04-18-18

Fund Name Manager Name Average Manager Tenure
Toews Tactical Defensive Alpha Jason Graffius 2
Toews Unconstrained Income Randall Schroeder 3
Toews Tactical Growth Allocation Randall Schroeder 5
Toews Tactical Income Fund Randall Schroeder 5
Toews Tactical Monument Randall Schroeder 5
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