Toews Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return0.25-4.015.216.71-1.30
    Category Average1.92-3.077.817.41-0.79
    Assets for Each Yr*0.620.610.851.011.00
    *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 mil $10,000 0.00 100.00
    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.

    Top 20 US Holdings | Get Price Quotes
    04-18-18

      Sector YTD Return % % Net Assets  

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

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

    Lowest Expenses | More
    04-18-18

    Highest Expenses | More
    04-18-18

    Longest Manager Tenure | More
    04-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Toews Tactical Incom Randall Schroeder 5.00
    Toews Tactical Monum Randall Schroeder 5.00
    Toews Tactical Ocean Randall Schroeder 5.00
    Toews Tactical Oppor Randall Schroeder 5.00
    Toews Tactical Growt Randall Schroeder 4.90

    Shortest Manager Tenure | More
    04-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Toews Tactical Defen Jason Graffius 1.90
    Toews Unconstrained Randall Schroeder 3.40
    Toews Tactical Growt Randall Schroeder 4.90
    Toews Tactical Incom Randall Schroeder 5.00
    Toews Tactical Monum Randall Schroeder 5.00