Virtus Alternatives Diversifier Fund

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

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.

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Performance

The fund has returned 12.46 percent over the past year, 4.24 percent over the past three years, and 8.90 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 8.3%
1 Year 12.5%
3 Years (Annualized) 4.2%
5 Years (Annualized) 8.9%
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 0.36 percent.

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Risk

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

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