Altegris Futures Evolution Strategy Fund

U.S. News evaluated 48 Managed Futures 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 0.94 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 0.9%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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. The fund 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 2.13 percent.

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Risk

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

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