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LS Opportunity Fund

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LSOFX:US
NASDAQ GM
12.62
USD
0.04
0.32%
As of 09:29:30 ET on 07/07/2015.
Volume
0
Previous Close
12.58
52Wk Range
11.94 - 13.26
1 Yr Return
-1.65%
Fund Type
-
Objective
-
Asset Class Focus
-
Geographic Focus
-
NAV (on 07/07/2015)
12.62
Total Assets (m USD) (on 06/30/2015)
72.374
Inception Date
09/30/2010
Last Dividend (on 12/09/2014)
0.238652
Dividend Indicated Gross Yield
-
Fund Managers
JAMES AQUINAS HILLARY "JIM"
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
2.00%
12b-1 Fee
0.00%
Current Mgmt Fee
1.75%
Expense Ratio
2.49%
Top Fund Holdings
Name Position Value % of Fund
Berkshire Hathaway Inc 32.80 k 4.69 m 4.32
Chubb Corp/The 38.70 k 3.77 m 3.47
McDonald's Corp 28.90 k 2.77 m 2.55
Arch Capital Group Ltd 37.10 k 2.37 m 2.18
Patterson Cos Inc 40.20 k 1.92 m 1.77
Hess Corp 28.30 k 1.91 m 1.76
Leucadia National Corp 77.00 k 1.90 m 1.75
Endurance Specialty Holdings L 31.20 k 1.90 m 1.75
Aflac Inc 30.40 k 1.89 m 1.74
Automatic Data Processing Inc 22.10 k 1.89 m 1.74
Profile
LS Opportunity Fund is an open-end fund incorporated in the USA. The objective is to generate long-term capital appreciation. The Fund will invest in both long and short positions within a portfolio consisting of primarily publicly-traded common stock, with less risk than that of the stock market in general.
ADDRESS
Liquid Strategies LLC
Six Concourse Parkway NE
Suite 3300
Atlanta, GA 30328
PHONE
1-770-350-8700