Under normal conditions, the Advisor seeks to achieve the fund's investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of large market capitalization companies and instruments that provide exposure to such securities, including common, preferred and convertible stock and sponsored American Depositary Receipts ("ADRs").

Nasdaq

BVPIX

Under normal circumstances, at least 80% of the fund's net assets (plus any borrowings for investment purposes) consist of common stocks of issuers that meet certain socially responsible criteria. The fund seeks to avoid investing in any issuer that derives more than 5% of its total revenue from tobacco, alcohol, gambling, abortion or weaponry (whether sold to consumers or the military), or that is involved in nuclear power.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Max. Drawdown	Sharpe Ratio	Sortino Ratio	Omega Ratio	Martin Ratio	Calmar Ratio	Ulcer Index
BVPIX	Baywood ValuePlus Fund	Large Cap Value Equities	Dec 2, 2013	0.70%	9.03%	8.96%	5.34%
BVSIX	Baywood Socially Responsible Fund	Large Cap Value Equities	Jan 3, 2005	0.89%	9.86%	—	3.65%

Baywood Mutual Funds List

Risk vs. Return Scatterplot