Witherspoon Managed Futures Strategy Fund

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 -6.50 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -2.5%
1 Year -6.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks positive long-term absolute returns. The fund invests primarily in securities of limited partnerships, corporations, limited liability companies (including individual share classes therein) and other types of pooled investment vehicles (collectively, "Underlying Pools"), as well as swap contracts and structured notes. Also, the fund buys short-term securities (i.e., with maturities of three years or less) that it believes offer sufficient credit quality, income and liquidity and sells them when it believes they have reached their target price or more attractive investments are available. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Witherspoon Managed Futures Strategy Fund has an expense ratio of 1.99 percent.

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Risk

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

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