3 / 5 Stars
1 1 5 1 2
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 47 Managed Futures Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -3.86 percent over the past year, and -4.25 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||-4.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation by realizing gains during periods of rising and declining markets. Under normal market conditions, the fund may allocate its assets among ETFs representing various regions and countries, including the United States. It may invest up to 50% net long in international ETFs. The fund may invest up to 50% in inverse ETFs. Generally, up to 25% of the fund may be invested in the following asset classes: commodities, currencies and fixed income. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Dunham Alternative Strategy Fund has an expense ratio of 2.10 percent.
Risk is Low compared to funds in the same category according to Morningstar.