Not Scored in Multialternative
U.S. News evaluated 79 Multialternative Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | --- |
| Lipper | --- |
| Zacks Investment Research | --- |
| Standard & Poor's | --- |
| TheStreet.com | --- |
Fund Overview
The investment seeks total return through a combination of capital appreciation and income. The fund normally invests at least 80% of its assets measured at the time of purchase in ETFs. It invests predominantly in exchange-traded funds ("ETFs"), in addition to index-based mutual funds ("underlying funds") that each invest primarily in (1) equity securities, (2) fixed-income securities, (3) alternative/specialty securities or (4) cash equivalents. The fund invests its assets across multiple asset classes by investing in ETFs and underlying funds that each invest primarily in securities of large capitalization domestic issuers.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | -0.6% |
| 1 Year | -8.8% |
| 3 Years (Annualized) | |
| 5 Years (Annualized) | |
| 10 Years (Annualized) |
Performance
The fund has returned -8.81 percent over the past year.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 69.34 | 12.63 | 56.71 |
| Stocks | 13.08 | 13.91 | -0.84 |
| Bonds | 37.72 | 0.0 | 37.72 |
| Other | 7.77 | 0.02 | 7.75 |
| Foreign Bonds | 3.16 | 0.0 | 3.16 |
| Foreign Stocks | 0.09 | 4.61 | -4.52 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.01 | 0.0 | 0.01 |
Updated 01.31.2012
Top Holdings
Performance as of 03.31.2012
Portfolio as of 01.31.2012
| % Net Assets | |
|---|---|
| iShares Barclays Aggregate Bond | 19.86 |
| ProShares Short S&P500 | 13.91 |
| iShares iBoxx $ Invest Grade Corp Bond | 7.64 |
| iShares Barclays 1-3 Year Treasury Bond | 7.54 |
| PowerShares DB Commodity Index Tracking | 5.79 |
Fees
Astor Long/Short ETF Fund has an expense ratio of 1.74 percent.
