TEAM Asset Strategy

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.

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Performance

The fund has returned -62.41 percent over the past year, and -26.17 percent over the past three years.

Trailing Returns Updated 04.30.2013
Year to date -45.9%
1 Year -62.4%
3 Years (Annualized) -26.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide high total investment return, which will generally be achieved through a combination of appreciation in capital and income. The fund seeks to provide high total investment return over the long term through a fully managed investment policy utilizing U.S. and foreign (including emerging markets) equity, debt, currency, commodity and money market securities, the combination of which will be varied from time to time both with respect to types of securities and markets in response to changing market and economic trends. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
TEAM Asset Strategy has an expense ratio of 1.55 percent.

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Risk

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

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See Also:

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