Alpha Opportunistic Alternatives Fund

Class Inst (ACOPX)

U.S. News evaluated 113 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 5.05 percent over the past year, and 2.69 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date 1.7%
1 Year 5.0%
3 Years (Annualized) 2.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term capital appreciation. The fund invests in multiple open-end and closed-end mutual funds and ETFs in an attempt to generate long-term capital appreciation, but with a lower standard deviation of returns than traditional equity market indices. 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 multi-asset class strategies.

Fees

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

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Risk

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

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See Also:

Top Alpha Capital Funds Funds