Virtus Alternatives Diversifier Fund

Scorecard
3 / 5 Stars
Lipper
1 2 1 2 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

#9 in Multialternative

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 2.45 percent over the past year, 2.18 percent over the past three years, and 10.93 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.7%
1 Year 2.4%
3 Years (Annualized) 2.2%
5 Years (Annualized) 10.9%
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
Virtus Alternatives Diversifier Fund has an expense ratio of 0.58 percent.

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Risk

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

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