Advertisement
Skip to Content
Morningstar

AlphaSimplex Mgd Futs Strat A AMFAX

Morningstar Analyst Rating
Analyst rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 9.94  /  1.00 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    1.720%
  • Expense Ratio 1.720%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Systematic Trend
  • Alt Style Correlation / Relative Volatility Negative / High
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 8.16%
  • Turnover —

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis AMFAX

Will AMFAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AMFAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AMFAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AMFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A close-knit team that isn't afraid to take risk manages this futures based strategy.

Director

Summary

| by Simon Scott

AlphaSimplex Managed Futures lacks the scale of some larger quantitative peers, but this allows for a research-centered approach that supports a Morningstar Analyst Rating of Bronze for its cheapest share classes. The most expensive share class remains rated Neutral.

Unlock our full analysis with Morningstar Investor