Wakefield Managed Futures Strategy

Class Inst (WKFIX)

U.S. News evaluated 48 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 -4.13 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -1.8%
1 Year -4.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to generate absolute returns. The fund seeks to achieve its investment objective by allocating its assets using two principal strategies: "Managed Futures" Strategy; "Fixed Income" Strategy. The adviser anticipates that, based upon its analysis of long-term historical returns and volatility of various asset classes, the fund will allocate approximately 25% of its assets to the Managed Futures strategy and approximately 75% of its assets to the Fixed Income strategy. However, as market conditions change the portion allocated may be higher or lower.

Fees

Fees are Above Average compared to funds in the same category.
Wakefield Managed Futures Strategy has an expense ratio of 1.89 percent.

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Risk

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

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See Also:

Top Wakefield Asset Management LLLP Funds