Samson STRONG Nations Currency Fund

U.S. News evaluated 22 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 -6.03 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -1.3%
1 Year -6.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to generate positive returns with limited drawdowns over full market cycles and to provide investors with the diversification benefits of currencies as an asset class through investments in currencies that are associated with strong nations. Under normal market conditions, the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in securities that expose the fund to currencies of "STRONG nations". It will invest in short-maturity bonds rated A- or A3 or better. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Samson STRONG Nations Currency Fund has an expense ratio of 1.00 percent.

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Risk

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

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