2 / 5 Stars
1 2 5 1 5
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 113 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 2.67 percent over the past year, and -0.04 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.8%|
|3 Years (Annualized)||-0.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to replicate the returns attributable to: (i) the exposure of the Ramius Custom Actively Managed Composite (the "RCAM Composite") to various markets (which the adviser refers to as its "beta") and (ii) the changes in that market exposure from month to month (which the adviser refers to as its "beta timing"). The fund invests in financial instruments that together attempt to replicate the returns of the RCAM Composite attributable to its beta and its beta timing. It primarily invests in exchange-traded funds ("ETFs"), exchange-traded notes ("ETNs"), structured notes and equity and fixed-income securities. The fund is non-diversified.
Fees are High compared to funds in the same category.
Ramius Dynamic Replication Fund has an expense ratio of 1.65 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.