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Collar Fund/The

COLLX:US
Liquidated
COLLX:US was liquidated
USD
Fund Type
Open-End Fund
Fund Type
Open-End Fund
Objective
Long Short
Asset Class Focus
Equity
Geographic Focus
-
NAV (on -)
-
Total Assets (m USD) (on 10/24/2013)
8.696
Inception Date
06/29/2009
Last Dividend (on 10/25/2013)
-
Dividend Indicated Gross Yield
-
Fund Managers
JOSEPH SCHWAB / ELIZABETH M UHL "LIZ"
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.95%
Expense Ratio
0.95%
Profile
The Collar Fund is an open-end fund incorporated in the USA. The objective is capital appreciation and income. The Fund invests in a portfolio of equity securities, including ETFs, traded in U.S. markets and by writing covered call and buying put options.
Address
Summit Portfolio Advisors, LLC
P.O. Box 837
Denver, Colorado 80201-0837
Phone
-
Website
-