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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 4.03 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.6% |
| 1 Year | 4.0% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long term capital appreciation. The fund seeks to achieve its investment objective by allocating its assets between a "Managed Futures" strategy and a "Fixed Income" strategy. The adviser expects that less than 100%, typically 15-25%, of the fund's total net assets will be invested in and used as collateral for Managed Futures strategies. The adviser expects that less than 100%, typically 70-80%, of the fund's total net assets will be invested in Fixed Income strategies. It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Altegris Futures Evolution Strategy Fund has an expense ratio of 3.72 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
