ALPS | CoreCommodity Management CompleteCommoditiesSM Strategy Fund

U.S. News evaluated 33 Commodities Broad Basket Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -0.28 percent over the past year, and -5.55 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date 5.2%
1 Year -0.3%
3 Years (Annualized) -5.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize real returns, consistent with prudent investment management. The fund normally invests directly or indirectly in a combination of commodity-related equity securities and commodity futures-linked derivative instruments and thereby obtaining exposure to the commodities markets. It expects to gain exposure to the commodities market indirectly by investing up to 25% of its total assets in the Subsidiary, which is designed to enhance the ability of the fund to obtain exposure to the commodities market through Commodity Futures-Linked Investments. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
ALPS | CoreCommodity Management CompleteCommoditiesSM Strategy Fund has an expense ratio of 1.15 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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