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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 51 Managed Futures Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 7.37 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 1.3% |
| 1 Year | 7.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks positive absolute returns that have a low correlation to the returns of broad stock and bond markets. The Advisor employs a set of quantitative models to make investment decisions. Using a combination of market inputs, these models systematically identify when to purchase and sell specific investments for the fund. The fund will seek to establish both long and short positions in futures contracts on various U.S. and foreign equity indices. It may also write put and call options and purchase put and call options on futures, securities indices and shares of ETFs. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
361 Managed Futures Strategy Fund has an expense ratio of 2.40 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
