Sandalwood Opportunity 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 7.19 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 7.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks income and capital appreciation. The fund seeks to achieve its investment objective by investing primarily in fixed income securities using multiple event-driven, credit analysis-based, long/short credit, distressed debt, relative value and global strategies. Each type of strategy typically employs risk-reducing hedging techniques using short selling, futures contracts, options or credit-default swaps and total return swaps. The fund may also invest in long/short equity strategies which seek returns by investing in equities that are undervalued and short selling equities that are considered overvalued.

Fees

Fees are Low compared to funds in the same category.
Sandalwood Opportunity Fund has an expense ratio of 2.70 percent.

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Risk

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

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See Also:

Top Sandalwood Funds