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 Absolute Ret Trckr P | GSGPX | Multistrategy | 4.31 Bil | 2.66% | 36 | 25 | — | 0.710% | — | No Load | Open |
Goldman Sachs Absolute Ret Trckr Inv | GSRTX | Multistrategy | 4.31 Bil | 2.64% | 39 | 33 | 11 | 0.840% | — | No Load | Open |
Blackstone Alternative Multi-Strategy D | BXMDX | Multistrategy | 4.00 Bil | 3.32% | 58 | 80 | — | 3.390% | $10,000 | No Load | Open |
American Beacon AHL Mgd Futs Strat Inv | AHLPX | Systematic Trend | 3.40 Bil | 0.60% | 69 | 40 | — | 1.840% | $2,500 | No Load | Open |
Victory Market Neutral Income Member | CBHMX | Equity Market Neutral | 2.99 Bil | 4.38% | 75 | — | — | 0.550% | $3,000 | No Load | Open |
Strategic Advisers Alternatives | FSLTX | Multistrategy | 2.04 Bil | 3.52% | — | — | — | 1.350% | — | No Load | Open |
AQR Diversified Arbitrage N | ADANX | Relative Value Arbitrage | 1.81 Bil | 2.47% | 100 | 12 | 20 | 1.500% | $2,500 | No Load | Open |
BlackRock Tactical Opportunities Service | PCBSX | Macro Trading | 1.67 Bil | 11.06% | 32 | 42 | 40 | 1.120% | $5,000 | No Load | Open |
AQR Managed Futures Strategy N | AQMNX | Systematic Trend | 1.47 Bil | 7.62% | 12 | 28 | 67 | 1.510% | $2,500 | No Load | Open |
Aspiriant Defensive Allocation | RMDFX | Multistrategy | 1.28 Bil | 3.64% | 66 | 54 | — | 3.290% | — | No Load | Open |
AQR Style Premia Alternative N | QSPNX | Multistrategy | 1.10 Bil | 21.23% | 2 | 7 | 3 | 1.770% | $2,500 | No Load | Open |
Absolute Convertible Arbitrage Inv | ARBOX | Relative Value Arbitrage | 942.58 Mil | 3.29% | 35 | — | — | 1.470% | $2,500 | No Load | Open |
AQR Diversifying Strategies N | QDSNX | Multistrategy | 645.04 Mil | 10.38% | 9 | — | — | 1.720% | $2,500 | No Load | Open |
iMGP Alt Strats Inv | MASNX | Multistrategy | 627.17 Mil | 3.44% | 91 | 78 | 51 | 1.640% | $1,000 | No Load | Open |
Columbia Multi Strat Alts Adv | CLFUX | Multistrategy | 592.07 Mil | 2.95% | 70 | 94 | — | 1.060% | $2,000 | No Load | Open |
Glenmede Secured Options | GTSOX | Options Trading | 567.22 Mil | — | 63 | 51 | 18 | 0.860% | — | No Load | Open |
Horizon Defined Risk Investor | HNDRX | Options Trading | 566.27 Mil | 0.20% | 44 | 50 | — | 1.120% | $2,500 | No Load | Open |
Horizon Defined Risk Advisor | HADRX | Options Trading | 566.27 Mil | 0.08% | 47 | 54 | — | 1.260% | $2,500 | No Load | Open |
Vanguard Market Neutral Inv | VMNFX | Equity Market Neutral | 507.61 Mil | 4.91% | 13 | 17 | 37 | 0.200% | $50,000 | No Load | Open |
Vest US Large Cap 10% Buffer Strats Inv | BUMGX | Options Trading | 470.27 Mil | — | 39 | 24 | — | 1.200% | $1,000 | No Load | Open |
Gabelli ABC AAA | GABCX | Event Driven | 457.89 Mil | 3.32% | 26 | 57 | 50 | 0.790% | $10,000 | No Load | Open |
Gabelli ABC Advisor | GADVX | Event Driven | 457.89 Mil | 3.03% | 30 | 66 | 60 | 1.040% | $10,000 | No Load | Open |
Grant Park Multi Alternative Strats N | GPANX | Systematic Trend | 401.78 Mil | 1.71% | 91 | 70 | 47 | 1.740% | $2,500 | No Load | Open |
AQR Equity Market Neutral N | QMNNX | Equity Market Neutral | 375.18 Mil | 20.34% | 5 | 19 | — | 1.580% | $2,500 | No Load | Open |
PACE Alternative Strategies P2 | PAPTX | Multistrategy | 354.08 Mil | 3.35% | — | — | — | 1.000% | — | No Load | Open |
PACE Alternative Strategies P | PASPX | Multistrategy | 354.08 Mil | 3.76% | 40 | 25 | 34 | 1.720% | $10,000 | No Load | Open |
T. Rowe Price Multi-Strategy Ttl Ret Inv | TMSRX | Multistrategy | 309.25 Mil | 5.79% | 84 | 51 | — | 1.190% | $2,500 | No Load | Open |
GuidePath® Managed Futures Strat Svc | GPMFX | Systematic Trend | 285.21 Mil | 0.11% | 26 | 13 | — | 1.520% | — | No Load | Open |
Goldman Sachs Managed Futs Strat Inv | GFIRX | Systematic Trend | 265.18 Mil | — | 61 | 54 | 57 | 1.290% | — | No Load | Open |
Goldman Sachs Managed Futs Strat P | GMQPX | Systematic Trend | 265.18 Mil | 0.15% | 60 | 52 | — | 1.160% | — | No Load | Open |
GuideStone Funds Strategic Alts Investor | GFSZX | Multistrategy | 253.82 Mil | 3.44% | 39 | 68 | — | 1.520% | $1,000 | No Load | Open |
MAI Managed Volatility Investor | DIVPX | Options Trading | 245.37 Mil | 1.12% | 59 | 59 | 30 | 1.260% | $2,500 | No Load | Open |
Bitcoin Strategy ProFund Investor | BTCFX | Digital Assets | 225.18 Mil | 8.35% | — | — | — | 1.100% | $1,000 | No Load | Open |
Driehaus Event Driven | DEVDX | Event Driven | 215.61 Mil | 4.47% | 71 | 15 | 17 | 1.410% | $10,000 | No Load | Open |
AQR Alternative Risk Premia N | QRPNX | Multistrategy | 206.19 Mil | 3.83% | 4 | 14 | — | 1.680% | $2,500 | No Load | Open |
DWS Global Macro S | DBIVX | Macro Trading | 196.99 Mil | 2.87% | 63 | 80 | — | 1.060% | $2,500 | No Load | Open |
AQR Managed Futures Strategy HV N | QMHNX | Systematic Trend | 190.27 Mil | 6.65% | 8 | 11 | 54 | 1.920% | $2,500 | No Load | Open |
Morgan Stanley Pathway Alt Strats | TALTX | Multistrategy | 170.92 Mil | 3.12% | 47 | 32 | — | 1.760% | $1,000 | No Load | Open |
Ironclad Managed Risk | IRONX | Options Trading | 154.04 Mil | — | 12 | 36 | 27 | 1.250% | $2,500 | No Load | Open |
Fidelity SAI Convertible Arbitrage | FSAWX | Relative Value Arbitrage | 153.43 Mil | — | — | — | — | 1.450% | — | No Load | Open |
Otter Creek Long/Short Opportunity Inv | OTCRX | Equity Market Neutral | 143.56 Mil | 2.82% | 66 | 26 | 22 | 1.530% | $2,500 | No Load | Open |
American Beacon SSI Alternative Inc Inv | PSCAX | Relative Value Arbitrage | 138.98 Mil | 5.43% | 79 | 83 | 87 | 1.260% | $2,500 | No Load | Open |
AQR Macro Opportunities N | QGMNX | Macro Trading | 122.99 Mil | 9.00% | 27 | 29 | — | 1.480% | $2,500 | No Load | Open |
Weiss Alternative Multi-Stgy Fd Inv Cl | WEIZX | Multistrategy | 114.90 Mil | 1.58% | 98 | 79 | — | 1.890% | $5,000 | No Load | Open |
Weiss Alternative Multi-Strategy Fd Cl K | WEISX | Multistrategy | 114.90 Mil | 1.70% | 97 | 70 | — | 1.540% | $20,000 | No Load | Open |
Fidelity SAI Alternative Rsk Pre CmdStgy | FRPDX | Multistrategy | 111.37 Mil | — | — | — | — | 0.500% | — | No Load | Open |
Neuberger Berman Abs Ret Multi-Mgr E | NABEX | Multistrategy | 102.82 Mil | 2.04% | — | — | — | 0.680% | — | No Load | Open |
Brinker Capital Destinations Shelter Z | DSHZX | Options Trading | 99.35 Mil | 0.46% | — | — | — | 0.860% | — | No Load | Open |
Goldman Sachs Multi-Strategy Alts Inv | GIMMX | Multistrategy | 91.23 Mil | 3.54% | 81 | 82 | 87 | 0.900% | — | No Load | Open |
Goldman Sachs Multi-Strategy Alts P | GMMPX | Multistrategy | 91.23 Mil | 3.60% | 80 | 81 | — | 0.840% | — | 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.