1 / 5 Stars
1 1 1 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
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 -1.35 percent over the past year, -4.31 percent over the past three years, and -0.72 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.2%|
|3 Years (Annualized)||-4.3%|
|5 Years (Annualized)||-0.7%|
|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 that expose the fund to such issuers, and it will invest in issuers organized, located, or doing a substantial amount of business in or have investments that expose the fund to issuers organized, located, or doing a substantial amount of business in a minimum of three countries, including the United States. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Managers AMG FQ Global Alternatives Fund has an expense ratio of 1.45 percent.
Risk is High compared to funds in the same category according to Morningstar.