Multialternative
These funds offer investors exposure to several different alternative investment tactics. Funds in this category have a majority of their assets exposed to alternative strategies. An investor's exposure to different tactics may change slightly over time in response to market movements. Funds in this category include both funds with static allocations to alternative strategies and funds tactically allocating among alternative strategies and asset classes. The gross short exposure is greater than 20%. Morningstar®
#11 Virtus Alternatives Diversifier Fund (PDPAX)
| Performance (1-yr.): 7.93% | Expenses: 1.68% |
| Performance (1-mo.): 1.68% | Total Assets: $212.38M |
#12 Transamerica Multi-Manager Alternative Strategies Portfolio (IMUAX)
| Performance (1-yr.): 7.76% | Expenses: 2.03% |
| Performance (1-mo.): 1.69% | Total Assets: $564.32M |
#13 KCM Macro Trends Fund (KCMTX)
| Performance (1-yr.): 11.02% | Expenses: 1.73% |
| Performance (1-mo.): 0.92% | Total Assets: $60.55M |
#14 SunAmerica Alternative Strategies Fund (SUNAX)
| Performance (1-yr.): 9.99% | Expenses: 1.69% |
| Performance (1-mo.): 3.57% | Total Assets: $130.93M |
#15 TEAM Asset Strategy (TEAMX)
| Performance (1-yr.): 62.39% | Expenses: 2.08% |
| Performance (1-mo.): 13.98% | Total Assets: $13.84M |
Absolute Opportunities Fund (AOFOX)
| Performance (1-yr.): 0.35% | Expenses: 2.95% |
| Performance (1-mo.): 0.95% | Total Assets: $372.63M |
Absolute Strategies Fund (ASFIX)
| Performance (1-yr.): 1.99% | Expenses: 1.73% |
| Performance (1-mo.): 0.44% | Total Assets: $3.81B |
Active Portfolios® Multi-Manager Alternative Strategies Fund (CPASX)
| Performance (1-yr.): 7.46% | Expenses: 1.50% |
| Performance (1-mo.): 0.85% | Total Assets: $595.8M |
Alpha Defensive Growth Fund (ACDEX)
| Performance (1-yr.): 4.66% | Expenses: 2.77% |
| Performance (1-mo.): 0.49% | Total Assets: $29.76M |
Alpha Opportunistic Growth Fund (ACOPX)
| Performance (1-yr.): 8.58% | Expenses: 2.71% |
| Performance (1-mo.): 0.39% | Total Assets: $36.52M |
