Makefield Managed Futures Strategy Fund

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.

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Performance

The fund has returned -4.20 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date -4.1%
1 Year -4.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks absolute returns in both rising and falling equity markets, with an annualized volatility that is generally less than the historical level of volatility experienced by the S&P 500 Index; a secondary objective is to maintain a relatively low correlation to stock and bond market returns. The fund's adviser seeks to achieve its investment objective by employing dual-strategy diversification through two distinct and complementary strategies: "Managed Futures" Strategy and "Fixed Income" Strategy.

Fees

Fees are Above Average compared to funds in the same category.
Makefield Managed Futures Strategy Fund has an expense ratio of 2.00 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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