1 / 5 Stars
1 1 1 1 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 51 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 -39.88 percent over the past year, and -13.14 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||-13.2%|
|3 Years (Annualized)||-13.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve positive total returns, consisting of capital growth and income, with less volatility than the broad commodity markets. The fund's investment methodology is based on a systematic rules-based momentum strategy that was developed through extensive quantitative research. The commodity constituents are drawn from a limited investment universe of 14 components of the S&P GSCI™ Excess Return Index. It may also invest up to 25% of its total assets in a wholly-owned and controlled Cayman Islands subsidiary. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Guggenheim Long/Short Commodities Strategy Fund has an expense ratio of 1.88 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.