| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
---
|
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.
See all Financial Investors Trust (Aspen) funds
Performance
The fund has returned 3.80 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.1% |
| 1 Year | 3.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks investment results that replicate as closely as possible, before fees and expenses, the price and yield performance of the Aspen Managed Futures Beta Index (the "MFBI" or "Index"). The fund seeks to achieve its investment objective by investing primarily in a combination of securities and derivatives that, as a whole, are expected to produce returns that track the weekly price performance of the index. It is non-diversified.
Fees
Fees are Average compared to funds in the same category.
Aspen Managed Futures Strategy Fund has an expense ratio of 1.80 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
