2 / 5 Stars
2 1 2 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 -2.30 percent over the past year, and -6.85 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-1.7%|
|3 Years (Annualized)||-6.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long term total return. The fund seeks exposure to the commodity markets and returns that correspond to the Credit Suisse Momentum and Volatility Enhanced Return Strategy Index ("Credit Suisse MOVERS Index"). Commodities are assets that have tangible properties, such as oil, metals, and agricultural products. It does not invest directly in physical commodities, but rather employs a strategy that provides synthetic long and synthetic short exposure to the commodity markets that correspond to the long and short commodity market positioning of the Credit Suisse MOVERS Index. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Forward Commodity L/S Strategy Fund has an expense ratio of 1.41 percent.
Risk is High compared to funds in the same category according to Morningstar.