Toews Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return17.610.25-4.015.216.06
    Category Average10.381.92-3.077.815.99
    Assets for Each Yr*0.400.620.610.851.00
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 6.06 2.20 4.98

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,004 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 71.38 1.25 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-17

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    10-18-17

    Worst 5-Year Relative Performance | More
    10-18-17

    Lowest Expenses | More
    10-18-17

    Highest Expenses | More
    10-18-17

    Longest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Toews Tactical Incom Randall Schroeder 4.50
    Toews Tactical Monum Randall Schroeder 4.50
    Toews Tactical Ocean Randall Schroeder 4.50
    Toews Tactical Oppor Randall Schroeder 4.50
    Toews Tactical Growt Randall Schroeder 4.40

    Shortest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Toews Tactical Defen Jason Graffius 1.40
    Toews Unconstrained Randall Schroeder 2.90
    Toews Tactical Growt Randall Schroeder 4.40
    Toews Tactical Incom Randall Schroeder 4.50
    Toews Tactical Monum Randall Schroeder 4.50