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Lipper
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Zacks Investment Research
5
(Strong Sell)
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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 0.52 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 2.9% |
| 1 Year | 0.5% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to achieve positive absolute returns in rising and falling equity markets; the fund's secondary investment objective is to achieve its primary investment objective with less volatility than major equity market indices. The fund allocates its assets using Managed Futures Strategy and Fixed Income Strategy. The Managed Futures Strategy is designed to capture returns related to trends in the commodity and financial futures markets. The Fixed Income Strategy will invest in a variety of investment grade fixed income securities. It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Altegris Managed Futures Strategy Fund has an expense ratio of 4.29 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
