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AlphaSimplex Mgd Futs Strat A AMFAX

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

Morningstar’s Analysis AMFAX

Will AMFAX outperform in future?

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

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

Director

Summary

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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.

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