Alternative Funds
Funds that follow alternative strategies, such as managed futures, long-short equity, and option writing.
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
---|---|---|---|---|---|---|---|---|---|---|---|
Goldman Sachs Multi-Strategy Alts P | GMMPX | Multistrategy | 78.37 Mil | 3.77% | 96 | 91 | — | 0.840% | — | No Load | Open |
Guggenheim Managed Futures Strategy P | RYMFX | Systematic Trend | 69.53 Mil | 0.91% | 40 | 63 | 90 | 1.750% | — | No Load | Open |
Gabelli Entpr Mergers & Acquisitions AAA | EAAAX | Event Driven | 51.77 Mil | — | 79 | 72 | 34 | 1.840% | $1,000 | No Load | Open |
Meridian Hedged Equity Legacy | MEIFX | Options Trading | 45.22 Mil | 0.16% | 64 | 1 | 1 | 1.260% | $1,000 | No Load | Closed |
OnTrack Core Investor | OTRFX | Macro Trading | 43.83 Mil | 8.10% | 89 | 19 | 16 | 3.120% | $1,000 | No Load | Open |
OnTrack Core Advisor | OTRGX | Macro Trading | 43.83 Mil | 7.64% | 93 | 23 | 22 | 3.310% | $1,000 | No Load | Open |
Guggenheim Market Neutral Rel Est P | GUMPX | Equity Market Neutral | 42.24 Mil | 2.37% | 84 | 76 | — | 1.620% | — | No Load | Open |
Fidelity SAI Alternative Rsk Pre Stgy | FRPCX | Multistrategy | 41.50 Mil | — | — | — | — | 0.500% | — | No Load | Open |
Lazard Enhanced Opportunities Open | LEOOX | Relative Value Arbitrage | 39.04 Mil | 1.34% | 79 | 77 | — | 1.510% | $2,500 | No Load | Open |
Bridgeway Managed Volatility | BRBPX | Options Trading | 30.73 Mil | 2.79% | 69 | 62 | 41 | 0.950% | $2,000 | No Load | Open |
Cavanal Hill Hedged Income Investor | APLIX | Options Trading | 28.22 Mil | 1.74% | 83 | — | — | 1.350% | $100 | No Load | Open |
Quantified Alternative Investment Inv | QALTX | Macro Trading | 25.94 Mil | 3.33% | 79 | 74 | 87 | 2.170% | $10,000 | No Load | Open |
AXS Market Neutral Inv | COGMX | Equity Market Neutral | 17.58 Mil | 0.97% | 42 | 56 | 29 | 1.700% | $2,500 | No Load | Open |
AXS Merger Fd Investor | GAKAX | Event Driven | 16.03 Mil | 0.76% | 24 | 79 | 60 | 1.810% | $2,500 | No Load | Open |
DoubleLine Multi-Asset Trend N | DLMOX | Systematic Trend | 12.55 Mil | 4.56% | 100 | — | — | 0.980% | $2,000 | No Load | Open |
Fidelity Macro Opportunities | FAQAX | Macro Trading | 10.42 Mil | 0.57% | — | — | — | 0.840% | — | No Load | Open |
West Hills Core Fund | LEBOX | Options Trading | 7.95 Mil | — | 15 | 25 | 69 | 1.750% | $1,000 | No Load | Open |
Vest Bitcoin Strategy Mgd Vol Inv | BTCLX | Digital Assets | 6.16 Mil | 8.05% | — | — | — | 1.240% | $1,000 | No Load | Open |
AMG Systematica Managed Futs Strat N | SMFNX | Systematic Trend | 5.92 Mil | — | — | — | — | 1.800% | $2,000 | 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.