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.

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Performance

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

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Summary

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

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

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Risk

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

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See Also:

Top Alpha Capital Funds Funds