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
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Blackstone Alternative Multi-Strategy D | BXMDX | Multistrategy | 4.01 Bil | — | 50 | 83 | — | 3.390% | 10,000 | No Load | Open |
| Goldman Sachs Absolute Ret Trckr P | GSGPX | Multistrategy | 4.01 Bil | 3.67% | 40 | 30 | — | 0.710% | — | No Load | Open |
| Goldman Sachs Absolute Ret Trckr Inv | GSRTX | Multistrategy | 4.01 Bil | 3.59% | 42 | 34 | 19 | 0.840% | — | No Load | Open |
| American Beacon AHL Mgd Futs Strat Inv | AHLPX | Systematic Trend | 3.26 Bil | 4.42% | 69 | 59 | — | 1.840% | 2,500 | No Load | Open |
| Victory Market Neutral Income Member | CBHMX | Equity Market Neutral | 2.99 Bil | 4.02% | 65 | — | — | 0.550% | 3,000 | No Load | Open |
| Strategic Advisers Alternatives | FSLTX | Multistrategy | 2.14 Bil | 3.29% | — | — | — | 1.350% | — | No Load | Open |
| AQR Diversified Arbitrage N | ADANX | Relative Value Arbitrage | 1.76 Bil | 0.09% | 12 | 12 | 20 | 1.500% | 2,500 | No Load | Open |
| BlackRock Tactical Opportunities Service | PCBSX | Macro Trading | 1.50 Bil | 4.63% | 40 | 70 | 27 | 1.120% | 5,000 | No Load | Open |
| AQR Managed Futures Strategy N | AQMNX | Systematic Trend | 1.47 Bil | 12.14% | 13 | 30 | 72 | 1.510% | 2,500 | No Load | Open |
| Aspiriant Defensive Allocation | RMDFX | Multistrategy | 1.34 Bil | 0.74% | 64 | 48 | — | 3.290% | — | No Load | Open |
| Absolute Convertible Arbitrage Inv | ARBOX | Relative Value Arbitrage | 1.01 Bil | 2.24% | — | — | — | 1.470% | 2,500 | No Load | Open |
| AQR Style Premia Alternative N | QSPNX | Multistrategy | 969.90 Mil | 19.45% | 2 | 10 | 6 | 1.770% | 2,500 | No Load | Open |
| iMGP Alt Strats Inv | MASNX | Multistrategy | 736.21 Mil | 4.21% | 90 | 84 | 49 | 1.640% | 1,000 | No Load | Open |
| Standpoint Multi-Asset Investor | REMIX | Macro Trading | 708.78 Mil | 0.31% | 11 | — | — | 1.550% | 2,500 | No Load | Open |
| Columbia Multi Strat Alts Adv | CLFUX | Multistrategy | 606.43 Mil | 0.78% | 81 | 96 | — | 1.060% | 2,000 | No Load | Open |
| Glenmede Secured Options | GTSOX | Options Trading | 529.82 Mil | — | 34 | 49 | 1 | 0.850% | — | No Load | Open |
| Horizon Defined Risk Investor | HNDRX | Options Trading | 507.06 Mil | 0.32% | 46 | 50 | — | 1.120% | 2,500 | No Load | Open |
| Horizon Defined Risk Advisor | HADRX | Options Trading | 507.06 Mil | 0.11% | 49 | 58 | — | 1.260% | 2,500 | No Load | Open |
| Grant Park Multi Alternative Strats N | GPANX | Macro Trading | 482.26 Mil | 2.52% | 64 | 29 | — | 1.710% | 2,500 | No Load | Open |
| AQR Diversifying Strategies N | QDSNX | Multistrategy | 474.33 Mil | 7.20% | 9 | — | — | 1.720% | 2,500 | No Load | Open |
| GuidePath® Managed Futures Strat Svc | GPMFX | Systematic Trend | 468.32 Mil | 11.01% | 28 | 6 | — | 1.520% | — | No Load | Open |
| Vanguard Market Neutral Inv | VMNFX | Equity Market Neutral | 467.80 Mil | 0.68% | 14 | 29 | 29 | 0.200% | 50,000 | No Load | Open |
| Gabelli ABC AAA | GABCX | Event Driven | 459.91 Mil | 1.32% | 37 | 67 | 48 | 0.790% | 10,000 | No Load | Open |
| Gabelli ABC Advisor | GADVX | Event Driven | 459.91 Mil | 1.02% | 44 | 75 | 64 | 1.040% | 10,000 | No Load | Open |
| CBOE Vest US Large Cap 10% Buffer Inv | BUMGX | Options Trading | 434.06 Mil | — | 48 | 21 | — | 1.200% | 1,000 | No Load | Open |
| PACE Alternative Strategies P2 | PAPTX | Multistrategy | 353.39 Mil | — | — | — | — | 1.000% | — | No Load | Open |
| PACE Alternative Strategies P | PASPX | Multistrategy | 353.39 Mil | — | 54 | 37 | 38 | 1.720% | 10,000 | No Load | Open |
| T. Rowe Price Multi-Strategy Ttl Ret Inv | TMSRX | Multistrategy | 305.88 Mil | 1.41% | 87 | 49 | — | 1.190% | 2,500 | No Load | Open |
| AQR Equity Market Neutral N | QMNNX | Equity Market Neutral | 305.61 Mil | 4.80% | 6 | 6 | — | 1.580% | 2,500 | No Load | Open |
| Goldman Sachs Managed Futs Strat Inv | GFIRX | Systematic Trend | 294.31 Mil | 11.20% | 43 | 52 | 40 | 1.290% | — | No Load | Open |
| Goldman Sachs Managed Futs Strat P | GMQPX | Systematic Trend | 294.31 Mil | 11.16% | 42 | 46 | — | 1.160% | — | No Load | Open |
| MAI Managed Volatility Investor | DIVPX | Options Trading | 250.58 Mil | 0.79% | 42 | 57 | 10 | 1.280% | 2,500 | No Load | Open |
| GuideStone Funds Strategic Alts Investor | GFSZX | Multistrategy | 242.19 Mil | 0.07% | 44 | 71 | — | 1.520% | 1,000 | No Load | Open |
| Weiss Alternative Multi-Stgy Fd Inv Cl | WEIZX | Multistrategy | 218.91 Mil | — | 98 | 73 | — | 1.980% | 5,000 | No Load | Open |
| Weiss Alternative Multi-Strategy Fd Cl K | WEISX | Multistrategy | 218.91 Mil | 0.01% | 97 | 69 | — | 1.630% | 20,000 | No Load | Open |
| Driehaus Event Driven | DEVDX | Event Driven | 218.66 Mil | 0.19% | 56 | 10 | 16 | 1.410% | 10,000 | No Load | Open |
| AQR Alternative Risk Premia N | QRPNX | Multistrategy | 176.76 Mil | — | 4 | 33 | — | 1.680% | 2,500 | No Load | Open |
| AQR Managed Futures Strategy HV N | QMHNX | Systematic Trend | 171.95 Mil | 8.52% | 4 | 18 | 65 | 1.920% | 2,500 | No Load | Open |
| Ironclad Managed Risk | IRONX | Options Trading | 161.75 Mil | — | 20 | 55 | 19 | 1.250% | 2,500 | No Load | Open |
| Morgan Stanley Pathway Alt Strats | TALTX | Multistrategy | 157.08 Mil | 6.13% | 47 | 28 | — | 1.800% | 1,000 | No Load | Open |
| Otter Creek Long/Short Opportunity Inv | OTCRX | Equity Market Neutral | 139.57 Mil | 0.67% | 61 | 41 | — | 1.850% | 2,500 | No Load | Open |
| Easterly Hedged Equity R6 | JDSEX | Options Trading | 132.57 Mil | — | 28 | 26 | — | 1.070% | — | No Load | Open |
| Neuberger Berman Abs Ret Multi-Mgr E | NABEX | Multistrategy | 121.71 Mil | 3.68% | — | — | — | 1.010% | — | No Load | Open |
| AQR Macro Opportunities N | QGMNX | Macro Trading | 117.05 Mil | 0.14% | 24 | 53 | — | 1.480% | 2,500 | No Load | Open |
| American Beacon SSI Alternative Inc Inv | PSCAX | Relative Value Arbitrage | 104.69 Mil | 2.71% | 100 | 74 | 100 | 1.260% | 2,500 | No Load | Open |
| Goldman Sachs Multi-Strategy Alts Inv | GIMMX | Multistrategy | 102.68 Mil | 0.41% | 67 | 56 | 71 | 0.890% | — | No Load | Open |
| Goldman Sachs Multi-Strategy Alts P | GMMPX | Multistrategy | 102.68 Mil | 0.49% | 65 | 53 | — | 0.840% | — | No Load | Open |
| Brinker Capital Destinations Shelter Z | DSHZX | Options Trading | 98.71 Mil | 0.44% | — | — | — | 0.860% | — | No Load | Open |
| Guggenheim Multi-Hedge Strategies P | RYMSX | Multistrategy | 89.47 Mil | 1.51% | 40 | 29 | 32 | 1.530% | — | No Load | Open |
| Bitcoin Strategy ProFund Investor | BTCFX | Digital Assets | 82.00 Mil | 11.57% | — | — | — | 0.840% | 1,000 | 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.