Skip to Content

AlphaSimplex Mgd Futs Strat C ASFCX

Rating as of
NAV / 1-Day Return
12.77  /  0.39 %
Total Assets
3.4 Bil
Adj. Expense Ratio
2.470%
Expense Ratio
2.470%
Fee Level
Below Average
Longest Manager Tenure
12.33 years
Category
Systematic Trend
Alt Style Correlation / Relative Volatility
Negative / High
Min. Initial Investment
2,500
Status
Open
TTM Yield
3.90%
Turnover

Morningstar’s Fund Analysis ASFCX

Will ASFCX 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

|

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