The team supporting AlphaSimplex Managed Futures may be relatively lean, but it’s a skilled and cohesive group with a compelling research-centered approach. The cheapest share classes maintain a Morningstar Analyst Rating of Bronze, while the most expensive share class is rated Neutral.
Will ASFCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ASFCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ASFCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ASFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.