Alpha Defensive Alternatives Fund

Class Inst (ACDEX)

U.S. News evaluated 109 Multialternative Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Alpha Capital Funds funds

See full Multialternative rankings

See more fund rankings


The fund has returned -0.39 percent over the past year, and 1.88 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year -0.4%
3 Years (Annualized) 1.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more ACDEX performance


The investment seeks to achieve capital preservation. The fund invests in multiple open-end and closed-end mutual funds and exchange-traded funds ("ETFs") in an attempt to preserve capital and produce positive returns regardless of broad equity and debt market direction. It invests in mutual funds and ETFs which have the ability to pursue their own investment strategies including, but not limited to: long-only strategies, short-only strategies, long-short strategies, arbitrage strategies and global macroeconomic strategies.


Fees are Low compared to funds in the same category.
Alpha Defensive Alternatives Fund has an expense ratio of 1.25 percent.

See more ACDEX fees


Risk is Below Average compared to funds in the same category according to Morningstar.

See more ACDEX risk

See Also:

Top Alpha Capital Funds Funds