Skip to Content

Alternative Funds

Funds that follow alternative strategies, such as managed futures, long-short equity, and option writing.

Fund Name
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
Multialternative
1.440
70
Long-Short Equity
1.390
35
Long-Short Equity
1.390
59
38
Managed Futures
1.740
67
17
Managed Futures
1.940
82
82
Long-Short Equity
1.550
13
9
Long-Short Equity
2.000
2
Volatility
2.500
Multialternative
1.250
89
Market Neutral
1.860
Long-Short Equity
1.680
37
48
Long-Short Equity
0.780
Long-Short Equity
1.470
44
33
Multialternative
1.330
Market Neutral
1.290
8
7
35
Market Neutral
1.230
94
80
Multialternative
1.230
17
38
Long-Short Equity
1.280
94
73
Managed Futures
1.510
63
79
15
Managed Futures
1.670
78
99
Multialternative
2.040
100
100
Multialternative
1.550
99
97
Multialternative
0.800
94
90
Options-based
0.680
Options-based
0.780
Long-Short Equity
0.990
11
6
Managed Futures
1.450
38
41
Managed Futures
1.850
98
97
Managed Futures
1.910
89
51
29
Managed Futures
1.790
16
28
Managed Futures
1.790
Multialternative
1.390
54
59
10
Long-Short Equity
1.790
20
Market Neutral
1.430
Multialternative
1.750
84
85
96
Trading--Inverse Debt
1.780
Long-Short Equity
1.900
3
2
15
Multialternative
2.080
14
11
Managed Futures
0.210
Options-based
0.770
99
97
Options-based
1.990
1
Multialternative
1.390
52
78
40
Managed Futures
1.450
29
37
Managed Futures
1.690
88
50
Long-Short Equity
2.160
95
99
Managed Futures
1.540
14
11
Market Neutral
1.570
30
25
Long-Short Credit
2.390
43
Long-Short Equity
2.210
4
Long-Short Equity
2.310
Market Neutral
1.530
41
28
54
Options-based
0.710
6
9
Managed Futures
1.490
28
26
58
Multialternative
1.040
32
Multialternative
1.940
1
1
Multialternative
1.450
96
92
Multialternative
1.620
64
69
Multialternative
1.040
Multialternative
1.190
30
45
1
Multialternative
0.910
13
9
11
Options-based
1.240
Options-based
1.200
Options-based
1.990
Market Neutral
1.470
17
1
Long-Short Credit
1.080
53
74
Market Neutral
1.580
21
35
Options-based
0.850
61
64
1
Multialternative
0.970
4
4
Multialternative
1.110
10
19
6
Multialternative
0.560
81
Multialternative
2.330
74
47
Long-Short Equity
1.400
62
38
Long-Short Equity
1.650
85
90
Long-Short Equity
1.960
90
74
42
Long-Short Equity
1.380
88
90
Long-Short Credit
1.660
69
66
Options-based
0.950
28
40
71
Multialternative
1.240
92
88
Multialternative
1.290
85
Long-Short Equity
1.610
55
Options-based
0.920
15
13
Market Neutral
1.080
24
15
4
Long-Short Equity
1.440
66
Long-Short Equity
2.080
93
99
100
Multialternative
2.150
20
12
23
Options-based
2.800
99
94
Managed Futures
1.250
44
46
Managed Futures
1.890
8
32
Managed Futures
2.390
65
Multialternative
2.270
59
61
Options-based
1.540
33
Options-based
1.240
17
12
Multialternative
2.270
50
Market Neutral
1.520
97
96
Long-Short Equity
1.370
27
Market Neutral
1.460
27
38

Sponsor Center