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Alternative Funds

Funds that follow alternative strategies, such as managed futures, long-short equity, and option writing.

Fund Name
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
Options Trading
0.350
Options Trading
0.350
Options Trading
0.330
6
2
Options Trading
0.350
91
Equity Market Neutral
0.950
12
13
34
Relative Value Arbitrage
1.540
68
65
Systematic Trend
2.220
72
43
18
Systematic Trend
2.150
74
54
40
Systematic Trend
1.770
28
21
Systematic Trend
2.990
84
93
83
Options Trading
1.050
47
29
6
Macro Trading
1.050
65
44
17
Multistrategy
1.770
26
Multistrategy
1.200
43
Options Trading
0.560
22
41
Event Driven
1.550
13
11
Options Trading
1.430
85
92
71
Macro Trading
3.470
5
19
Equity Market Neutral
1.800
32
10
Multistrategy
1.660
20
29
11
Macro Trading
1.150
Equity Market Neutral
0.890
90
89
58
Systematic Trend
1.410
8
14
Options Trading
0.470
30
32
Options Trading
2.030
2
17
Multistrategy
1.640
29
31
14
Options Trading
2.050
55
6
80
Systematic Trend
1.330
35
Event Driven
1.750
82
76
Macro Trading
1.270
Multistrategy
2.070
Options Trading
0.500
28
52
Systematic Trend
0.000
64
25
Options Trading
1.820
91
99
Options Trading
1.690
83
94
Options Trading
1.260
69
77
39
Options Trading
1.570
18
66
Multistrategy
2.240
6
Multistrategy
1.160
32
Multistrategy
2.240
78
Event Driven
1.530
51
34
35
Systematic Trend
1.760
Macro Trading
1.120
56
65
57
Equity Market Neutral
2.000
25
Multistrategy
0.350
100
98
Equity Market Neutral
0.140
1
42
1
Equity Market Neutral
0.400
42
34
Systematic Trend
1.350
Event Driven
1.690
11
Event Driven
1.580
54
23
Event Driven
1.440
19
39
64
Multistrategy
1.630
93
45
Options Trading
1.650
22
64
91
Relative Value Arbitrage
0.850
39
39
Options Trading
0.700
74
71
Macro Trading
0.810
86
67
79
Multistrategy
1.300
60
62
22

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