| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
---
|
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.
Performance
The fund has returned -1.28 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.6% |
| 1 Year | -1.3% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation; managing volatility is a secondary objective. The fund invests primarily in securities of limited partnerships, securities of limited liability companies, securities of other types of pooled investment vehicles, fixed income securities and structured notes. It invests up to 25% of its total assets in a wholly-owned and controlled subsidiary. The fund's asset allocation is approximately: 30-75% in fixed income securities, 20-60% in commodity-related securities, and 20-60% in financial sector-related securities. While the fund is non-diversified, it invests in diversified underlying holdings.
Fees
Fees are High compared to funds in the same category.
Princeton Futures Strategy Fund has an expense ratio of 5.65 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
