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AlphaSimplex Mgd Futs Strat Y ASFYX

Analyst rating as of
NAV / 1-Day Return
13.43  /  0.22 %
Total Assets
3.2 Bil
Adj. Expense Ratio
1.470%
Expense Ratio
1.470%
Fee Level
Below Average
Longest Manager Tenure
12.35 years
Category
Systematic Trend
Alt Style Correlation / Relative Volatility
Negative / High
Min. Initial Investment
100,000
Status
Open
TTM Yield
4.68%
Turnover

Morningstar’s Fund Analysis ASFYX

Will ASFYX 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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