2 / 5 Stars
1 1 4 1 4
Zacks Investment Research
5 (Strong Sell)
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 -7.53 percent over the past year, and -6.46 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-4.4%|
|3 Years (Annualized)||-6.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation; managing volatility is a secondary objective. The fund seeks to achieve its primary investment objective by investing directly in, or options on, (1) securities of limited partnerships, (2) securities of limited liability companies, (3) securities of other types of pooled investment vehicles (collectively, "underlying funds") and (4) fixed income securities and structured notes. It will invest up to 25% of its total assets in a wholly-owned and controlled subsidiary (the "Subsidiary"). While the fund is non-diversified, it invests in diversified underlying holdings.
Fees are High compared to funds in the same category.
Princeton Futures Strategy Fund has an expense ratio of 3.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.