Morningstar

Alternative Strategies Mutual Funds

View all of Alternative Strategies’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Alternative Strategies Mutual Funds List

1 to 15 of 15 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Ladenburg Aggressive Growth Fund Class ALAWAXAggressive Allocation
10.32%321.170%Above AverageFront Load$1,000
Ladenburg Income & Growth Fund Class ILNOIXModerately Conservative Allocation
4.16%521.120%HighInstitutional$1M
Ladenburg Growth Fund Class ALGWAXModerately Aggressive Allocation
8.95%571.180%HighFront Load$1,000
Ladenburg Growth Fund Class ILGWIXModerately Aggressive Allocation
9.18%490.990%HighInstitutional$1M
Ladenburg Income Fund Class ILNCIXConservative Allocation
1.65%621.150%HighInstitutional$1M
Ladenburg Aggressive Growth Fund Class ILAGIXAggressive Allocation
10.46%301.020%Above AverageInstitutional$1M
Ladenburg Income Fund Class ALNCAXConservative Allocation
1.56%651.300%HighFront Load$1,000
Ladenburg Income & Growth Fund Class ALNOAXModerately Conservative Allocation
4.01%611.270%HighFront Load$1,000
Ladenburg Growth & Income Fund Class ILOWIXModerate Allocation
7.01%381.020%HighInstitutional$1M
Ladenburg Income Fund Class CLNCCXConservative Allocation
−0.28%872.050%HighLevel Load$1,000
Ladenburg Aggressive Growth Fund Class CLAWCXAggressive Allocation
9.64%531.920%HighLevel Load$1,000
Ladenburg Growth Fund Class CLGWCXModerately Aggressive Allocation
8.29%681.930%HighLevel Load$1,000
Ladenburg Growth & Income Fund Class ALOWAXModerate Allocation
6.75%421.230%HighFront Load$1,000
Ladenburg Growth & Income Fund Class CLOWCXModerate Allocation
6.15%601.980%HighLevel Load$1,000
Ladenburg Income & Growth Fund Class CLNOCXModerately Conservative Allocation
3.45%742.020%HighLevel Load$1,000

Alternative Strategies Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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