1 / 5 Stars
1 1 5 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 88 Multialternative 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 -0.15 percent over the past year, -5.04 percent over the past three years, and -3.35 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||1.3%|
|3 Years (Annualized)||-5.0%|
|5 Years (Annualized)||-3.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation with low correlation to broad market indices. The fund primarily invests in a variety of securities, including exchange-traded funds ("ETFs") that are used to implement multiple alternative investment strategies in the fund. It may have up to 50% of its assets invested in foreign securities, including, but not limited to, American depositary receipts ("ADRs") and securities in emerging markets. The fund may invest in companies of any size (from small-cap to mid-cap to large-cap) and in any style (from growth to value). It may invest up to 50% of the fund's net assets in derivative securities of any kind.
Fees are Above Average compared to funds in the same category.
Alternative Strategies Mutual Fund has an expense ratio of 2.75 percent.
Risk is Average compared to funds in the same category according to Morningstar.