Hundredfold Select Alternative Fund

Scorecard
4 / 5 Stars
Lipper
3 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
---
TheStreet.com
B- (Buy)

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Hundredfold funds

See full Conservative Allocation rankings

See more fund rankings

Performance

The fund has returned 5.87 percent over the past year, 6.53 percent over the past three years, and 13.03 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.3%
1 Year 5.9%
3 Years (Annualized) 6.5%
5 Years (Annualized) 13.0%
10 Years (Annualized) N/A

See more SFHYX performance

Summary

The investment seeks a moderate total rate of return (income plus capital appreciation) on an annual basis. The fund invests in any combination of equity and fixed-income securities based on market conditions and trends and the Subadviser's expectations and assessment of risks. Although the fund may invest directly in equity and fixed-income securities, it will primarily invest in such securities indirectly through securities that invest in or are a derivative of such securities, primarily including futures contracts, swap agreements, ETFs, naked and covered options on such instruments, currencies, and other investment companies. The fund is non-diversified.

Fees

Fees are High compared to funds in the same category.
Hundredfold Select Alternative Fund has an expense ratio of 2.44 percent.

See more SFHYX fees

Risk

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

See more SFHYX risk

See Also:

Top Hundredfold Funds

Conservative Allocations

Highest Returns (10-year)

See More Funds