Skip to Content

Altegris

Altegris Parent Rating

Below Average

Altegris fails to meet industry-standard stewardship qualities, culminating in a Below Average Parent Pillar rating.

Aside from the overall view, portfolio managers at Altegris have made a notable effort to align their interests with shareholders' by taking a personal stake and investing alongside them. Nearly 33% of the firm’s assets are represented by a manager who invests in their respective product. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition. Average tenure of nine years among the longest-tenured managers at Altegris is on par with peer firms. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.

Altegris Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

229.02 Mil

Investment Flows (TTM)

−124.26 Mil

Asset Growth Rate (TTM)

−39.86%

# of Share Classes

8

Quick Definitions: Key Morningstar Terms

Sponsor Center