Waycross Managed Risk Equity Fund
WAYEX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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Last Bear Market Total Return
Forward Dividend Yield
Price
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52-Week Low
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NAV
1-Month Low
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52-Week High
Company Information
Provider
Waycross
Manager/Tenure
(Years)
(Years)
Benjamin H. Thomas (10), John W. Ferreby (8), Sean M. Ketcherside (1), 1 other
Website
Address
Waycross
OH - 46707
OH - 46707
Country
United States
Phone Number
--
Investment Strategy
The investment seeks long-term capital appreciation with a secondary emphasis on reducing portfolio risk and volatility relative to the S&P 500® Index. The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities traded in the United States. The fund seeks to achieve lower risk and volatility by constructing a portfolio of long and short equity positions.