Commodities Broad Basket
Broad Basket portfolios can invest in a diversified basket of commodity goods including but not limited to grains, minerals, metals, livestock, cotton, oils, sugar, coffee and cocoa. Investment can be made directly in physical assets or commodity linked derivative instruments, such as commodity swap agreements. Morningstar®
#1 Old Westbury Real Return Fund (OWRRX)
| Performance (1-yr.): 7.39% | Expenses: 1.11% |
| Performance (1-mo.): 2.89% | Total Assets: $2.02B |
ALPS | CoreCommodity Management CompleteCommoditiesSM Strategy Fund (JCRAX)
| Performance (1-yr.): 6.53% | Expenses: 1.47% |
| Performance (1-mo.): 2.80% | Total Assets: $310.45M |
AQR Risk-Balanced Commodities Strategy Fund (ARCIX)
| Performance (1-yr.): — | Expenses: 1.25% |
| Performance (1-mo.): 5.83% | Total Assets: $58.71M |
Arrow Commodity Strategy Fund (CSFFX)
| Performance (1-yr.): 9.69% | Expenses: 2.05% |
| Performance (1-mo.): 4.93% | Total Assets: $7.38M |
BlackRock Commodity Strategies Portfolio (BCSAX)
| Performance (1-yr.): 8.17% | Expenses: 1.51% |
| Performance (1-mo.): 3.05% | Total Assets: $387.25M |
Columbia Commodity Strategy Fund (CCSAX)
| Performance (1-yr.): 7.44% | Expenses: 1.15% |
| Performance (1-mo.): 3.96% | Total Assets: $89.37M |
Compass EMP Commodity Strategies Volatility Weighted Fund (CCOAX)
| Performance (1-yr.): — | Expenses: 1.41% |
| Performance (1-mo.): 2.41% | Total Assets: $14.23M |
Credit Suisse Commodity Access Strategy Fund (CRCAX)
| Performance (1-yr.): — | Expenses: 1.15% |
| Performance (1-mo.): 2.46% | Total Assets: $23.11M |
Credit Suisse Commodity Return Strategy Fund (CRSAX)
| Performance (1-yr.): 6.17% | Expenses: 1.05% |
| Performance (1-mo.): 2.81% | Total Assets: $5.21B |
Credit Suisse Trust Commodity Return Strategy Portfolio (CCRSX)
| Performance (1-yr.): 6.28% | Expenses: 1.34% |
| Performance (1-mo.): 2.75% | Total Assets: $86.13M |
