Alternative Funds | Morningstar

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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
Guggenheim Managed Futures Strategy P	RYMFX	Systematic Trend	71.99 Mil	0.89%	44	58	81	1.780%	—	No Load	Open
OnTrack Core Advisor	OTRGX	Macro Trading	66.09 Mil	—	87	24	32	3.230%	$1,000	No Load	Open
OnTrack Core Investor	OTRFX	Macro Trading	66.09 Mil	0.14%	82	18	16	3.050%	$1,000	No Load	Open
Gabelli Entpr Mergers & Acquisitions AAA	EAAAX	Event Driven	51.59 Mil	—	79	81	34	1.840%	$1,000	No Load	Open
Meridian Hedged Equity Legacy	MEIFX	Options Trading	44.97 Mil	0.15%	75	1	1	1.260%	$1,000	No Load	Closed
Guggenheim Market Neutral Rel Est P	GUMPX	Equity Market Neutral	41.81 Mil	2.37%	90	76	—	1.620%	—	No Load	Open
Lazard Enhanced Opportunities Open	LEOOX	Relative Value Arbitrage	38.06 Mil	1.35%	83	74	—	1.760%	$2,500	No Load	Open
Bridgeway Managed Volatility	BRBPX	Options Trading	30.72 Mil	2.80%	74	59	44	0.950%	$2,000	No Load	Open
Quantified Alternative Investment Inv	QALTX	Macro Trading	29.13 Mil	3.30%	76	75	87	2.170%	$10,000	No Load	Open
Cavanal Hill Hedged Income Investor	APLIX	Options Trading	27.60 Mil	1.76%	88	—	—	1.350%	$100	No Load	Open
Fidelity SAI Alternative Rsk Pre Stgy	FRPCX	Multistrategy	27.51 Mil	—	—	—	—	0.500%	—	No Load	Open
AXS Merger Fd Investor	GAKAX	Event Driven	17.96 Mil	0.75%	14	67	60	1.810%	$2,500	No Load	Open
AXS Market Neutral Inv	COGMX	Equity Market Neutral	17.59 Mil	0.97%	35	52	28	1.700%	$2,500	No Load	Open
DoubleLine Multi-Asset Trend N	DLMOX	Systematic Trend	12.65 Mil	4.44%	100	—	—	0.980%	$2,000	No Load	Open
Fidelity Macro Opportunities	FAQAX	Macro Trading	11.62 Mil	0.56%	—	—	—	0.840%	—	No Load	Open
West Hills Core Fund	LEBOX	Options Trading	7.52 Mil	—	38	29	68	1.750%	$1,000	No Load	Open
Vest Bitcoin Strategy Mgd Vol Inv	BTCLX	Digital Assets	5.16 Mil	8.14%	—	—	—	1.240%	$1,000	No Load	Open

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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