Compass EMP Commodity Strategies Volatility Weighted Fund

U.S. News evaluated 36 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 10.06 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 8.8%
1 Year 10.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide investment results that match the performance of the CEMP Commodity Volatility Weighted Index before expenses. The fund invests up to 25% of its net assets (measured at the time of investment) in a wholly-owned and controlled subsidiary (the "Subsidiary") that will invest primarily in (long only) futures contracts related to the twenty most liquid commodities (such as oil, corn, or gold) by trading volume. It seeks to track the returns of the CEMP Commodity Volatility Weighted Index before expenses. The fund employs a replication strategy that entails holding all, or approximately all, the futures in the index.

Fees

Fees are Low compared to funds in the same category.
Compass EMP Commodity Strategies Volatility Weighted Fund has an expense ratio of 1.65 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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