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AlphaSimplex Mgd Futs Strat A AMFAX

Analyst rating as of
NAV / 1-Day Return
10.15  /  0.69 %
Total Assets
1.5 Bil
Adj. Expense Ratio
1.710%
Expense Ratio
1.710%
Fee Level
Below Average
Longest Manager Tenure
11.47 years
Category
Systematic Trend
Alt Style Correlation / Relative Volatility
Negative / Medium
Min. Initial Investment
2,500
Status
Open
TTM Yield
5.74%
Turnover
Premium

Morningstar’s Analysis

Will AMFAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A close-knit team manages this systematic strategy.

Senior Analyst

Summary

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AlphaSimplex Managed Futures lacks the might of some larger quantitative peers, but its close-knit team and research-centered approach support a Morningstar Analyst Rating of Bronze for its cheapest share classes. The most expensive share class remains Neutral.

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