3 / 5 Stars
4 3 5 2 1
Zacks Investment Research
5 (Strong Sell)
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 -0.69 percent over the past year, and -2.32 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-1.3%|
|3 Years (Annualized)||-2.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve capital appreciation in both rising and falling (bull and bear) equity markets with an annualized level of volatility that is generally lower than the historic level of volatility experienced by the S&P 500 Index. The fund pursues its investment objective by mainly investing, primarily, directly or indirectly through its wholly-owned subsidiary. It may invest up to approximately 25% of its total assets in the Subsidiary, which has the same investment objective as the fund. The fund is non-diversified.
Fees are High compared to funds in the same category.
Equinox MutualHedge Futures Strategy Fund has an expense ratio of 2.99 percent.
Risk is Average compared to funds in the same category according to Morningstar.