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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 -9.99 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -3.9% |
| 1 Year | -10.0% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks absolute returns. The fund seeks to achieve its investment objective by allocating its assets between Global Macro strategies and a Fixed Income strategy. Global Macro strategy investments are designed to achieve capital appreciation in the financial and commodities futures markets and other global financial markets by investing primarily via swap contracts and structured notes. The Fixed Income strategy is designed to generate interest income and capital appreciation with the objective to diversify the returns under the Global Macro strategies. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Altegris Macro Strategy Fund has an expense ratio of 4.54 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
