4 / 5 Stars
5 5 5 1 2
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 120 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 7.67 percent over the past year, 5.23 percent over the past three years, and 7.18 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.8%|
|3 Years (Annualized)||5.2%|
|5 Years (Annualized)||7.2%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term total return with reduced correlation to the conventional stock and bond markets. Under normal circumstances, the fund will invest at least 80% of its assets in Alternative Mutual Funds and other investments with exposure to hedging or alternative investment strategies. It may also invest in closed-end funds, exchange-traded funds and exchange-traded notes, which provide exposure to hedging or alternative investment strategies.
Fees are Low compared to funds in the same category.
ASTON/Lake Partners LASSO Alternatives Fund has an expense ratio of 1.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.