4 / 5 Stars
1 1 5 1 2
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 53 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 2.59 percent over the past year, -1.89 percent over the past three years, and 1.03 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.9%|
|3 Years (Annualized)||-1.9%|
|5 Years (Annualized)||1.0%|
|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% 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 1.85 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.