Bridgehampton Value Strategies Fund

Class Inst (BVSFX)

U.S. News evaluated 109 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 5.51 percent over the past year, -1.00 percent over the past three years, and 12.82 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.5%
1 Year 5.5%
3 Years (Annualized) -1.0%
5 Years (Annualized) 12.8%
10 Years (Annualized) N/A

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Summary

The investment seeks higher returns and lower volatility than the S&P 500 Index over a 3-5 year time horizon. The fund pursues its investment objective by employing a combination of directional (primarily long-biased) and market neutral arbitrage trading strategies that principally entail investments in common stock, convertible securities, and debt securities issued by companies of any market capitalization, primarily in the United States. By implementing these strategies, the fund's investment advisor seeks risk-adjusted returns for the fund that exceed the returns of the S&P 500 Index. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Bridgehampton Value Strategies Fund has an expense ratio of 1.99 percent.

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Risk

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

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