THSMX

About THSMX

The Toews Hedged U.S. Opportunity Fund is an open-ended mutual fund focused on delivering long-term capital growth while seeking to limit risk, particularly during unfavorable market conditions. The fund primarily invests in equity index futures contracts and exchange-traded funds tied to U.S. small- and mid-cap issuers, as well as directly in small- and mid-cap stocks. Its portfolio exposure extends to major indices such as the Russell 2000 and S&P Mid-Cap 400, harnessing the growth potential of dynamic and diverse segments of the U.S. equity market. Notably, the fund also allocates assets to investment-grade fixed income securities and cash equivalents, providing a measure of defensiveness. Additionally, it utilizes options strategies, including the use of put and call options on broad market indices, to hedge against sudden market downturns and manage volatility. Through its rules-based, price-reactive approach and flexible allocation between equities and bonds, the Toews Hedged U.S. Opportunity Fund aims to provide investors with participation in market upside while maintaining a protective posture during periods of increased risk or market stress.