Alpha Opportunistic Growth Fund

Class Inst (ACOPX)

U.S. News evaluated 96 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 10.41 percent over the past year.

Trailing Returns Updated 05.31.2013
Year to date 3.6%
1 Year 10.4%
3 Years (Annualized) N/A
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 Below Average compared to funds in the same category.
Alpha Opportunistic Growth Fund has an expense ratio of 1.25 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

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