Aspen Managed Futures Strategy Fund

Class Inst (MFBTX)

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 -0.96 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date -3.8%
1 Year -1.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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. The fund, using a low cost "passive" or "indexing" investment approach, seeks to replicate, before fees and expenses, the performance of the index. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Aspen Managed Futures Strategy Fund has an expense ratio of 1.25 percent.

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Risk

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

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See Also:

Top Financial Investors Trust (Aspen) Funds