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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 88 Multialternative Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 6.91 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.1% |
| 1 Year | 6.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return, with an emphasis on lower risk and volatility than the U.S. equity markets. The fund combines multiple investment strategies and investment techniques that are designed to generate return and manage risk exposure among varying market conditions. It normally expects that approximately 30% to 50% of the fund's assets will be allocated to the Equity Position, (ii) approximately 30% to 50% of the fund's assets will be allocated to the Income Position and (iii) approximately 10% to 30% of the fund's assets will be allocated to the Trend Position.
Fees
Fees are Above Average compared to funds in the same category.
Stadion Trilogy Fund has an expense ratio of 1.95 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
