4 / 5 Stars
2 2 5 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#6 in Multialternative
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 3.94 percent over the past year, 5.47 percent over the past three years, and 10.02 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.4%|
|3 Years (Annualized)||5.5%|
|5 Years (Annualized)||10.0%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund invests in securities and financial instruments to gain exposure to global equity, global fixed income and cash equivalent markets, including global currencies. It may invest in equity and fixed income securities of issuers located within and outside the United States or in open-end investment companies advised by the Advisor, to gain exposure to certain global equity and global fixed income markets. The fund may use exchange-traded or over-the-counter derivative instruments. It is non-diversified.
Fees are High compared to funds in the same category.
UBS Dynamic Alpha Fund has an expense ratio of 1.35 percent.
Risk is Average compared to funds in the same category according to Morningstar.