4 / 5 Stars
5 5 3 4 1
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 47 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 8.75 percent over the past year, and -1.20 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||-1.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide capital appreciation. The fund is expected that no more than 25% of its total assets will be dedicated to initial and variation margin payments relating to the fund's derivative transactions. It expects that under normal market conditions it will invest at least 75% of its total assets in money market and other short-term, high quality securities. The fund will concentrate its investments in the financial services industry, which means it will normally invest at least 25% of its total assets in securities and other obligations of issuers in such industry.
Fees are Average compared to funds in the same category.
Natixis ASG Managed Futures Strategy Fund has an expense ratio of 1.45 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.