CMG Tactical Futures Strategy Fund

U.S. News evaluated 110 Long/Short Equity 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 1.14 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 2.1%
1 Year 1.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to generate capital appreciation in rising and falling markets. The fund seeks to generate capital appreciation in rising and falling markets using two principal strategies: Tactical Long Short Investment Strategy and Fixed Income Investment Strategy. Using the tactical long short investment strategy, it actively trades Standard & Poor's 500 Index futures contracts. During periods when the model's trends are not aligned, absent of a trade signal, the strategy will signal investing in fixed income investments. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
CMG Tactical Futures Strategy Fund has an expense ratio of 2.25 percent.

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Risk

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

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