2 / 5 Stars
4 4 4 3
Zacks Investment Research
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 14.68 percent over the past year, 4.41 percent over the past three years, and 5.44 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||11.3%|
|3 Years (Annualized)||4.4%|
|5 Years (Annualized)||5.4%|
|10 Years (Annualized)||N/A|
The investment seeks to pursue an absolute return strategy that seeks to provide capital appreciation consistent with the risk-return characteristics of a diversified portfolio of hedge funds; the secondary goal of the fund is to achieve these returns with less volatility than major equity indices. The fund is expected that no more than 25% of its total assets will be dedicated to initial and variation margin payments relating to the fund's derivative transactions. It expects that under normal market conditions it will invest at least 75% of its total assets in money market and other short-term, high quality securities.
Fees are Low compared to funds in the same category.
Natixis Funds Trust II ASG Global Alternatives Fund has an expense ratio of 1.61 percent.
Risk is Average compared to funds in the same category according to Morningstar.