Guggenheim Managed Futures Strategy Fund

Scorecard
3 / 5 Stars
Lipper
2 2 4 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
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TheStreet.com
D- (Sell)

U.S. News evaluated 48 Managed Futures Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -0.59 percent over the past year, -7.30 percent over the past three years, and -6.07 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date -3.8%
1 Year -0.6%
3 Years (Annualized) -7.3%
5 Years (Annualized) -6.1%
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve absolute returns. The fund intends to invest in multiple proprietary and third-party investment strategies that seek to identify and profit from upcoming movements in any combination of global fixed income, currency, commodity, or equity markets. It will invest at least 80% of its net assets, plus any borrowings for investment purposes, in "managed futures." The fund may hold, without limitation, government money market instruments, such as U.S. Treasury securities and U.S. government agency discount notes and bonds with maturities of two years or less. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Guggenheim Managed Futures Strategy Fund has an expense ratio of 2.64 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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