1 / 5 Stars
3 3 5 3 2
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 -3.28 percent over the past year, and -0.44 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||3.9%|
|3 Years (Annualized)||-0.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation with current income as a secondary objective. The fund seeks to achieve its investment objectives by investing in a portfolio of exchange traded funds ("ETFs"), equities, fixed income securities and futures contracts. It invests primarily in fixed income, equity and alternative securities, with an emphasis on alternatives (including commodity, currency, hedging and real estate). The fund uses a proprietary global asset allocation model that seeks to produce lower volatility with a similar or greater return over a full market cycle compared to traditional market indexes.
Fees are Above Average compared to funds in the same category.
Compass EMP Multi-Asset Strategies Fund has an expense ratio of 1.41 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.