Morningstar

Toews Unconstrained Income Fund TUIFX

Medalist Rating as of Aug 31, 2026 See Toews Funds Investment Hub

Strategy

The investment seeks to provide income and long-term growth of capital; a secondary objective of the fund is to limit risk during unfavorable market conditions. The fund invests in: (1) ETFs and open-end investment companies ("underlying funds"); (2) total return swaps and credit default swaps that use high yield debt instruments or high yield indexes as reference assets; (3) U.S. or foreign fixed-income securities and structured notes; (4) preferred stocks; and (5) mortgage-related fixed income instruments of varying maturities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TUIFX	Toews Unconstrained Income Fund	No Load	Open			Aug 28, 2013	$38.93M	1.450%	High	$10,000	−$7.90M

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