Fusion Global Long/Short
Fusion Global Long/Short Fund c/o U.S. Bancorp Fund Services, LLC P.O. Box 701
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Phone: 877-600-7788
| Category: | Long-Short | | Fund Family: | Fusion Funds | | Net Assets: | 16.57M | | Year-to-Date Return: | 3.62% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Sep-07 |
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Michiel H. Hurley
Lead Manager since
11-Dec-07 | | | Hurley joined Fusion Asset Management, LLC in 2007, and serves as a Portfolio Manager for it. Prior to joining Fusion Asset Management, LLC, he served as Chief Technical Strategist for M.S. Howells & Co. from April 2005 to August 2006. From June 2002 to April 2005, Hurley was an independent research provider and consultant, and from June 1999 to February 2002 served as Chief Technical Strategist for E*Offering Sound View Technology Group. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund applies proprietary, trend-following methodologies to invest in exchange-traded funds which represent general asset classes, including: both U.S. and overseas equity markets; U.S. fixed income markets; broad commodity indices; and the U.S. Dollar. It allocates at least 30% of assets among securities of at least three countries. The Fund may invest up to 30% net long and 30% net short in international ETFs. It may also invest up to 30% of net assets in U.S. Government zero-coupon bonds. The fund is nondiversified. |
| Last Dividend
(2-Jan-08):
| 0.07 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 240.41% |
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| Expense | FGLSX | Category
Avg | | Total Expense Ratio: | %
| 2.17% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.28% | | Max Deferred Sales Load: | 0.00%
| 2.09% | | 3 Yr Expense Projection*: |
$597 | $1,089 | | 5 Yr Expense Projection*: |
$N/A | $1,876 | | 10 Yr Expense Projection*: |
$N/A | $3,704 |
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0.65% Nasdaq 
0.27%
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