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Lipper
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Zacks Investment Research
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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.
See all Quantitative Services Group LLC (QSG) funds
Performance
The fund has returned -7.60 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -1.8% |
| 1 Year | -7.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks absolute returns regardless of equity market performance with less volatility than equity markets. The fund seeks to achieve its investment objectives by allocating its assets using two principal strategies: "Managed Futures" Strategy and "Fixed Income" Strategy. It allocates approximately 25% of its assets to the Managed Futures strategy and approximately 75% of its assets to the Fixed Income strategy. The fund may invest up to 25% of total assets in a wholly-owned and controlled subsidiary. It invests primarily in U.S. Dollar-denominated fixed income securities. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Quantitative Managed Futures Strategy Fund has an expense ratio of 9.10 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
