Alternative Funds
Funds that follow alternative strategies, such as managed futures, long-short equity, and option writing.
|
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Guggenheim Multi-Hedge Strategies P | RYMSX | Multistrategy | 86.41 Mil | 2.96% | 76 | 38 | 37 | 1.980% | — | No Load | Open |
| Goldman Sachs Multi-Strategy Alts Inv | GIMMX | Multistrategy | 79.42 Mil | 3.66% | 97 | 90 | 91 | 0.900% | — | No Load | Open |
| Goldman Sachs Multi-Strategy Alts P | GMMPX | Multistrategy | 79.42 Mil | 3.73% | 96 | 89 | — | 0.840% | — | No Load | Open |
| Guggenheim Managed Futures Strategy P | RYMFX | Systematic Trend | 73.14 Mil | 0.91% | 38 | 61 | 81 | 1.750% | — | No Load | Open |
| Gabelli Entpr Mergers & Acquisitions AAA | EAAAX | Event Driven | 52.20 Mil | — | 79 | 73 | 34 | 1.840% | $1,000 | No Load | Open |
| Meridian Hedged Equity Legacy | MEIFX | Options Trading | 46.00 Mil | 0.16% | 61 | 1 | 1 | 1.260% | $1,000 | No Load | Closed |
| OnTrack Core Investor | OTRFX | Macro Trading | 43.99 Mil | 0.14% | 89 | 19 | 16 | 3.120% | $1,000 | No Load | Open |
| OnTrack Core Advisor | OTRGX | Macro Trading | 43.99 Mil | — | 90 | 22 | 25 | 3.310% | $1,000 | No Load | Open |
| Fidelity SAI Alternative Rsk Pre Stgy | FRPCX | Multistrategy | 42.85 Mil | — | — | — | — | 0.500% | — | No Load | Open |
| Guggenheim Market Neutral Rel Est P | GUMPX | Equity Market Neutral | 42.06 Mil | 2.40% | 88 | 76 | — | 1.620% | — | No Load | Open |
| Lazard Enhanced Opportunities Open | LEOOX | Relative Value Arbitrage | 39.46 Mil | 1.35% | 79 | 77 | — | 1.510% | $2,500 | No Load | Open |
| Bridgeway Managed Volatility | BRBPX | Options Trading | 30.77 Mil | 2.84% | 77 | 67 | 41 | 0.950% | $2,000 | No Load | Open |
| Cavanal Hill Hedged Income Investor | APLIX | Options Trading | 28.75 Mil | 1.79% | 81 | — | — | 1.350% | $100 | No Load | Open |
| Quantified Alternative Investment Inv | QALTX | Macro Trading | 26.36 Mil | 3.39% | 73 | 66 | 83 | 2.170% | $10,000 | No Load | Open |
| AXS Market Neutral Inv | COGMX | Equity Market Neutral | 17.65 Mil | 0.97% | 40 | 54 | 25 | 1.700% | $2,500 | No Load | Open |
| AXS Merger Fd Investor | GAKAX | Event Driven | 16.20 Mil | 0.76% | 28 | 72 | 60 | 1.810% | $2,500 | No Load | Open |
| DoubleLine Multi-Asset Trend N | DLMOX | Systematic Trend | 12.98 Mil | 4.60% | 100 | — | — | 0.980% | $2,000 | No Load | Open |
| Fidelity Macro Opportunities | FAQAX | Macro Trading | 10.71 Mil | 0.58% | — | — | — | 0.840% | — | No Load | Open |
| West Hills Core Fund | LEBOX | Options Trading | 7.95 Mil | — | 32 | 31 | 63 | 1.750% | $1,000 | No Load | Open |
| AMG Systematica Managed Futs Strat N | SMFNX | Systematic Trend | 6.17 Mil | — | — | — | — | 1.800% | $2,000 | — | Open |
| Vest Bitcoin Strategy Mgd Vol R | BTCRX | Digital Assets | 4.80 Mil | — | — | — | — | 0.490% | — | — | Open |
| Vest Bitcoin Strategy Mgd Vol Inv | BTCLX | Digital Assets | 4.80 Mil | 9.06% | — | — | — | 1.240% | $1,000 | No Load | Open |
Alternative Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.