New Century Alternative Strategies Portfolio

Class No Load (NCHPX)
Scorecard
4 / 5 Stars
Lipper
2 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

#7 in Multialternative

U.S. News evaluated 120 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 8.23 percent over the past year, 3.62 percent over the past three years, 6.59 percent over the past five years, and 4.55 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.4%
1 Year 8.2%
3 Years (Annualized) 3.6%
5 Years (Annualized) 6.6%
10 Years (Annualized) 4.6%

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Summary

The investment seeks to provide long-term capital appreciation, with a secondary objective to earn income, while managing risk. The fund seeks to achieve these objectives by investing primarily in shares of registered investment companies, including ETFs, and closed-end funds. The investment companies that the Alternative Strategies Portfolio will invest in are those that emphasize alternative strategies and which have low correlations to the securities in the S&P 500® Composite Index.

Fees

Fees are Low compared to funds in the same category.
New Century Alternative Strategies Portfolio has an expense ratio of 1.13 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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