FX Strategy Fund

Class Inst (FXFIX)

U.S. News evaluated 20 Multicurrency 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 -14.29 percent over the past year, and -5.99 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date -3.9%
1 Year -14.3%
3 Years (Annualized) -6.0%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks income and capital appreciation. The fund's adviser seeks to achieve the fund's investment objective primarily through two complementary strategies: investing in investment grade income securities and investing in foreign currency-linked securities, funds, and/or derivatives. On average, the fixed income portion of the fund's portfolio will have an average maturity of 5 years or less, although the fund will invest in individual securities of any maturity. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
FX Strategy Fund has an expense ratio of 2.02 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top FX Strategy Fund Funds