Alternative Funds
Funds that follow alternative strategies, such as managed futures, long-short equity, and option writing.
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Name
|
Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Absolute Ret Trckr P | GSGPX | Multistrategy | 4.20 Bil | 2.65% | 33 | 23 | — | 0.760% | — | No Load | Open |
| Goldman Sachs Absolute Ret Trckr Inv | GSRTX | Multistrategy | 4.17 Bil | 2.62% | 34 | 25 | 8 | 0.850% | — | No Load | Open |
| Blackstone Alternative Multi-Strategy D | BXMDX | Multistrategy | 3.73 Bil | 3.28% | 55 | 76 | — | 3.390% | $10,000 | No Load | Open |
| American Beacon AHL Mgd Futs Strat Inv | AHLPX | Systematic Trend | 3.55 Bil | 0.56% | 63 | 46 | — | 1.860% | $2,500 | No Load | Open |
| Victory Market Neutral Income Member | CBHMX | Equity Market Neutral | 3.07 Bil | 4.32% | 75 | — | — | 0.550% | $3,000 | No Load | Open |
| Strategic Advisers Alternatives | FSLTX | Multistrategy | 2.49 Bil | 3.47% | — | — | — | 1.350% | — | No Load | Open |
| AQR Diversified Arbitrage N | ADANX | Relative Value Arbitrage | 1.91 Bil | 2.46% | 100 | 12 | 20 | 1.650% | $2,500 | No Load | Open |
| BlackRock Tactical Opportunities Service | PCBSX | Macro Trading | 1.84 Bil | 10.94% | 36 | 60 | 48 | 1.120% | $5,000 | No Load | Open |
| AQR Managed Futures Strategy N | AQMNX | Systematic Trend | 1.57 Bil | 7.16% | 13 | 34 | 78 | 1.520% | $2,500 | No Load | Open |
| AQR Style Premia Alternative N | QSPNX | Multistrategy | 1.18 Bil | 19.62% | 2 | 5 | 3 | 1.760% | $2,500 | No Load | Open |
| Aspiriant Defensive Allocation | RMDFX | Multistrategy | 1.16 Bil | 3.56% | 63 | 30 | — | 3.290% | — | No Load | Open |
| Absolute Convertible Arbitrage Inv | ARBOX | Relative Value Arbitrage | 949.36 Mil | 3.26% | 27 | — | — | 1.470% | $2,500 | No Load | Open |
| AQR Diversifying Strategies N | QDSNX | Multistrategy | 886.05 Mil | 9.83% | 10 | — | — | 1.540% | $2,500 | No Load | Open |
| iMGP Alt Strats Inv | MASNX | Multistrategy | 602.42 Mil | 3.81% | 92 | 79 | 56 | 1.610% | $1,000 | No Load | Open |
| Horizon Defined Risk Investor | HNDRX | Options Trading | 595.17 Mil | 0.20% | 15 | 38 | — | 1.040% | $2,500 | No Load | Open |
| Horizon Defined Risk Advisor | HADRX | Options Trading | 595.17 Mil | 0.08% | 20 | 41 | — | 1.190% | $2,500 | No Load | Open |
| Glenmede Secured Options | GTSOX | Options Trading | 569.84 Mil | 0.16% | 55 | 42 | 19 | 0.860% | — | No Load | Open |
| AQR Equity Market Neutral N | QMNNX | Equity Market Neutral | 559.39 Mil | 18.71% | 5 | 12 | — | 1.590% | $2,500 | No Load | Open |
| Columbia Multi Strat Alts Adv | CLFUX | Multistrategy | 539.01 Mil | 2.90% | 66 | 92 | — | 1.060% | $2,000 | No Load | Open |
| Vanguard Market Neutral Inv | VMNFX | Equity Market Neutral | 508.59 Mil | 4.81% | 13 | 19 | 55 | 0.200% | $50,000 | No Load | Open |
| Gabelli ABC AAA | GABCX | Event Driven | 460.07 Mil | 3.30% | 24 | 42 | 38 | 0.850% | $10,000 | No Load | Open |
| Gabelli ABC Advisor | GADVX | Event Driven | 460.07 Mil | 3.02% | 29 | 50 | 52 | 1.100% | $10,000 | No Load | Open |
| Vest US Large Cap 10% Buffer Strats R | BURGX | Options Trading | 427.10 Mil | — | — | — | — | 0.490% | — | — | Open |
| Vest US Large Cap 10% Buffer Strats Inv | BUMGX | Options Trading | 427.10 Mil | — | 28 | 22 | — | 1.200% | $1,000 | No Load | Open |
| Grant Park Multi Alternative Strats N | GPANX | Systematic Trend | 386.75 Mil | 1.67% | 94 | 74 | 50 | 1.740% | $2,500 | No Load | Open |
| PACE Alternative Strategies P | PASPX | Multistrategy | 348.71 Mil | 3.73% | 37 | 22 | 30 | 1.720% | $10,000 | No Load | Open |
| PACE Alternative Strategies P2 | PAPTX | Multistrategy | 347.92 Mil | 3.31% | — | — | — | 1.000% | — | No Load | Open |
| T. Rowe Price Multi-Strategy Ttl Ret Inv | TMSRX | Multistrategy | 311.04 Mil | 5.71% | 84 | 48 | — | 1.190% | $2,500 | No Load | Open |
| Goldman Sachs Managed Futs Strat Inv | GFIRX | Systematic Trend | 307.60 Mil | — | 46 | 53 | 54 | 1.300% | — | No Load | Open |
| Goldman Sachs Managed Futs Strat P | GMQPX | Systematic Trend | 307.01 Mil | 0.14% | 43 | 51 | — | 1.180% | — | No Load | Open |
| GuidePath® Managed Futures Strat Svc | GPMFX | Systematic Trend | 297.06 Mil | 0.11% | 22 | 7 | — | 1.520% | — | No Load | Open |
| GuideStone Funds Strategic Alts Investor | GFSZX | Multistrategy | 253.63 Mil | 3.41% | 32 | 73 | — | 1.520% | $1,000 | No Load | Open |
| MAI Managed Volatility Investor | DIVPX | Options Trading | 246.03 Mil | 1.27% | 52 | 62 | 32 | 1.260% | $2,500 | No Load | Open |
| Bitcoin Strategy ProFund Investor | BTCFX | Digital Assets | 245.89 Mil | 14.53% | — | — | — | 1.100% | $1,000 | No Load | Open |
| Fidelity Hedged Equity | FEQHX | Options Trading | 234.07 Mil | 0.71% | — | — | — | 0.560% | — | No Load | Open |
| AQR Managed Futures Strategy HV N | QMHNX | Systematic Trend | 230.11 Mil | 6.12% | 4 | 12 | 49 | 1.930% | $2,500 | No Load | Open |
| AQR Alternative Risk Premia N | QRPNX | Multistrategy | 219.70 Mil | 3.56% | 5 | 8 | — | 1.680% | $2,500 | No Load | Open |
| Driehaus Event Driven | DEVDX | Event Driven | 208.35 Mil | 4.49% | 67 | 15 | 14 | 1.390% | $10,000 | No Load | Open |
| Fidelity SAI Convertible Arbitrage | FSAWX | Relative Value Arbitrage | 205.69 Mil | — | — | — | — | 1.450% | — | No Load | Open |
| DWS Global Macro S | DBIVX | Macro Trading | 198.60 Mil | 1.78% | 82 | 82 | — | 1.060% | $2,500 | No Load | Limited |
| Morgan Stanley Pathway Alt Strats | TALTX | Multistrategy | 161.25 Mil | 3.07% | 44 | 25 | — | 1.760% | $1,000 | No Load | Open |
| Otter Creek Long/Short Opportunity Inv | OTCRX | Equity Market Neutral | 157.47 Mil | 2.77% | 64 | 26 | 37 | 1.530% | $2,500 | No Load | Open |
| Ironclad Managed Risk | IRONX | Options Trading | 156.90 Mil | — | 24 | 33 | 24 | 1.250% | $2,500 | No Load | Open |
| American Beacon SSI Alternative Inc Inv | PSCAX | Relative Value Arbitrage | 151.93 Mil | 6.17% | 70 | 83 | 87 | 1.260% | $2,500 | No Load | Open |
| AQR Macro Opportunities N | QGMNX | Macro Trading | 143.65 Mil | 8.56% | 14 | 35 | 39 | 1.480% | $2,500 | No Load | Open |
| Fidelity SAI Alternative Rsk Pre CmdStgy | FRPDX | Multistrategy | 126.51 Mil | — | — | — | — | 0.500% | — | No Load | Open |
| Brinker Capital Destinations Shelter Z | DSHZX | Options Trading | 98.59 Mil | 0.45% | — | — | — | 0.860% | — | No Load | Open |
| Vest US Large Cap 20% Buffer Strats Inv | ENGLX | Options Trading | 94.98 Mil | — | 10 | 3 | — | 1.200% | $1,000 | No Load | Open |
| Vest US Large Cap 20% Buffer Strats R | ENGRX | Options Trading | 94.98 Mil | — | — | — | — | 0.490% | — | — | Open |
| Neuberger Berman Abs Ret Multi-Mgr E | NABEX | Multistrategy | 93.07 Mil | 2.01% | — | — | — | 0.680% | — | No Load | Open |
Alternative Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.