2 / 5 Stars
1 1 2 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#1 in Market Neutral
U.S. News evaluated 47 Market Neutral 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 -0.72 percent over the past year, -4.27 percent over the past three years, and -1.51 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.2%|
|3 Years (Annualized)||-4.3%|
|5 Years (Annualized)||-1.5%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve total return. The fund will invest at least 40% of its net assets, plus the amount of any borrowing for investment purposes, in investments of issuers organized, located, or doing a substantial amount of business outside of the United States, including investments exposed to such issuers, and the fund will invest in or have investments exposed to a minimum of three countries, including the United States. It may also invest directly in global equity securities (including exchange-traded funds ("ETFs") and common and preferred stock of U.S. and non-U.S. companies) and fixed-income securities. The fund is non-diversified.
Fees are High compared to funds in the same category.
Managers AMG FQ Global Alternatives Fund has an expense ratio of 1.90 percent.
Risk is High compared to funds in the same category according to Morningstar.