Litman Gregory Master Alternative Strategies Fund

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 5.08 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.2%
1 Year 5.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term returns with lower risk and lower volatility than the stock market, and with relatively low correlation to stock and bond market indexes. The fund's strategy is to engage a number of established investment managers as sub-advisors to offer investors a mix of strategies that the advisor believes offer risk-return characteristics. It is used by investors as a source of diversification for traditional stock and bond portfolios to reduce volatility and potentially enhance returns relative to various measures of risk. No strategy will be allocated less than 15% of portfolio assets or more than 35% of portfolio assets.

Fees

Fees are Low compared to funds in the same category.
Litman Gregory Master Alternative Strategies Fund has an expense ratio of 1.89 percent.

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Risk

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

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