4 / 5 Stars
2 2 1 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#2 in Multialternative
U.S. News evaluated 120 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 12.29 percent over the past year, 4.01 percent over the past three years, and 8.67 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.2%|
|3 Years (Annualized)||4.0%|
|5 Years (Annualized)||8.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing its assets in a mix of underlying affiliated and unaffiliated mutual funds and exchange-traded funds ("ETFs") (collectively, "underlying funds"). Applying an innovative, institutional-level approach to investing, the fund invests in a diversified portfolio of alternative asset classes including managed futures, global real estate, global infrastructure, natural resources, commodities, currencies, and floating rate securities. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Virtus Alternatives Diversifier Fund has an expense ratio of 0.58 percent.
Risk is High compared to funds in the same category according to Morningstar.