About TUIFX
Toews Unconstrained Income Fund is an open‑end mutual fund in the nontraditional bond category that seeks to provide income and long‑term capital growth, with a secondary objective of limiting risk during unfavorable markets. The strategy employs a flexible, unconstrained approach across fixed income, allowing broad latitude to adjust sector, credit, currency, and duration exposures and to take long or short positions using derivatives when appropriate. This design enables active management of interest rate sensitivity, including the ability to materially shorten or even turn negative on duration to navigate rising‑rate environments. The fund may allocate across corporate credit, securitized assets, government bonds, cash equivalents, and exchange‑traded vehicles, and can use futures or swaps for hedging and tactical positioning. Positioned as a core bond holding or a complement to equities, it aims to dampen portfolio volatility and manage drawdowns while pursuing steady income. Its nontraditional mandate emphasizes risk management and diversification benefits relative to traditional aggregate bond benchmarks, making it useful for distribution planning and for investors seeking flexible fixed‑income exposure across market cycles.
Fund Family Toews Funds
Category Nontraditional Bond
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol TUIFX
Index Bloomberg U.S. Aggregate Bond TR
TUIFX had a total return of 4.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.01%.
