EBSIX – Campbell Systematic Macro I Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation over the medium to long-term. The fund pursues its investment objective by (i) investing its assets pursuant to the Campbell Systematic Macro Program (ii) allocating up to 25% of its total assets in its wholly-owned subsidiary, Campbell Systematic Macro Offshore Limited (the "Subsidiary"), which is organized under the acts of the Cayman Islands and employs the Adviser's Campbell Systematic Macro Program, and (iii) allocating the remainder of its assets directly in a portfolio of investment grade securities for cash management purposes. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EBSIX	Campbell Systematic Macro Fund Class I Shares	Institutional	Open		—	Mar 4, 2013	$2.31B	1.750%	Above Average	$10,000	$190.45M
EBSAX	Campbell Systematic Macro Fund Class A Shares	Front Load	Open		—	Mar 4, 2013	$52.47M	2.000%	Above Average	$2,500	−$5.53M
EBSCX	Campbell Systematic Macro Fund Class C Shares	Level Load	Open		—	Feb 11, 2014	$23.50M	2.750%	Above Average	$2,500	−$1.49M

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