Managed Futures
These funds primarily trade liquid global futures, options, swaps, and foreign exchange contracts, both listed and over-the-counter. A majority of these funds follow trend-following, price-momentum strategies. Other strategies included in this category are systematic mean-reversion, discretionary global macro strategies, commodity index tracking, and other futures strategies. More than 60% of the fund's exposure is invested through derivative securities. These funds obtain exposure primarily through derivatives; the holdings are largely cash instruments. Morningstar®
Equinox Tiverton Strategy Fund (EQTVX)
| Performance (1-yr.): 5.12% | Expenses: 1.17% |
| Performance (1-mo.): 0.41% | Total Assets: $19,408 |
Forward Commodity L/S Strategy Fund (FCMLX)
| Performance (1-yr.): 17.19% | Expenses: 1.36% |
| Performance (1-mo.): 2.73% | Total Assets: $118.1M |
Forward Managed Futures Strategy Fund (FUTCX)
| Performance (1-yr.): 18.63% | Expenses: 3.22% |
| Performance (1-mo.): 1.26% | Total Assets: $3.02M |
GL Macro Performance Fund (GLMPX)
| Performance (1-yr.): — | Expenses: 1.77% |
| Performance (1-mo.): 1.00% | Total Assets: $1.85M |
Goldman Sachs Managed Futures Strategy Fund (GMSAX)
| Performance (1-yr.): 4.30% | Expenses: 1.44% |
| Performance (1-mo.): 3.87% | Total Assets: $34.28M |
Grant Park Managed Futures Strategy Fund (GPFAX)
| Performance (1-yr.): 6.11% | Expenses: 2.46% |
| Performance (1-mo.): 0.53% | Total Assets: $126.85M |
Guggenheim Managed Commodities Strategy (RYLBX)
| Performance (1-yr.): 40.57% | Expenses: 1.69% |
| Performance (1-mo.): 2.42% | Total Assets: $49.94M |
Guggenheim Managed Futures Strategy Fund (RYMTX)
| Performance (1-yr.): 4.68% | Expenses: 1.61% |
| Performance (1-mo.): 1.91% | Total Assets: $482.43M |
Hatteras Managed Futures Strategies Fund (HMFAX)
| Performance (1-yr.): — | Expenses: 2.99% |
| Performance (1-mo.): 0.10% | Total Assets: $730,977 |
Highland Alpha Trend Strategies Fund (HATAX)
| Performance (1-yr.): 4.37% | Expenses: 4.58% |
| Performance (1-mo.): 3.16% | Total Assets: $2.63M |
