1 / 5 Stars
3 3 5 4 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
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.
The fund has returned 5.11 percent over the past year, and -2.93 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.1%|
|3 Years (Annualized)||-2.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objectives by investing in affiliated underlying funds (the "Compass Funds") advised by the fund's investment adviser, Compass Efficient Model Portfolios, LLC (the "Advisor"). These Compass Funds invest in a portfolio of equities (including common stock), fixed income securities and futures contracts. It may also invest in these asset classes directly or through exchange traded funds ("ETFs"). The fund invests primarily in fixed income, equity and alternative securities, with an emphasis on alternatives (including commodity, currency, hedging and real estate).
Fees are Low compared to funds in the same category.
Compass EMP Multi-Asset Strategies Fund has an expense ratio of 1.61 percent.
Risk is Average compared to funds in the same category according to Morningstar.