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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
0.340
15
1
Options Trading
0.350
88
Macro Trading
0.950
Equity Market Neutral
0.950
8
16
8
Relative Value Arbitrage
1.540
21
25
Systematic Trend
2.220
47
4
1
Systematic Trend
2.150
53
50
25
Systematic Trend
1.770
11
18
Systematic Trend
2.990
78
94
Options Trading
1.050
47
37
9
Macro Trading
1.050
54
41
10
Multistrategy
1.770
23
Multistrategy
1.200
53
Multistrategy
2.000
64
60
Options Trading
0.560
16
20
Event Driven
1.510
16
11
Options Trading
1.440
88
92
Macro Trading
3.470
4
6
Equity Market Neutral
1.800
1
1
Multistrategy
1.710
37
57
34
Macro Trading
1.150
Equity Market Neutral
0.890
91
90
47
Systematic Trend
1.400
20
6
Options Trading
0.470
33
19
Options Trading
2.030
46
65
Multistrategy
1.640
15
24
16
Options Trading
2.050
90
33
100
Systematic Trend
1.330
14
Event Driven
1.990
89
94
Options Trading
0.700
10
5
Macro Trading
1.270
Multistrategy
2.070
Options Trading
0.500
29
34
Systematic Trend
0.000
3
1
Options Trading
1.900
98
95
Options Trading
1.700
86
89
Options Trading
1.270
48
58
Options Trading
1.570
49
64
Multistrategy
2.240
28
Multistrategy
1.160
54
Multistrategy
2.230
Multistrategy
2.240
Multistrategy
2.240
Event Driven
1.530
72
51
42
Macro Trading
1.130
39
62
28
Equity Market Neutral
2.010
17
Multistrategy
0.350
100
95
Equity Market Neutral
0.140
36
63
18
Equity Market Neutral
0.400
10
8
Systematic Trend
1.350
Event Driven
1.690
11
Event Driven
1.580
34
21
Event Driven
1.580
48
45
Multistrategy
2.110
32
30
Event Driven
1.440
21
38
75
Options Trading
1.660
26
57
84
Relative Value Arbitrage
0.850
74
83
Macro Trading
1.100
84
82
32
Options Trading
0.700
77
84
Macro Trading
0.810
76
72
67
Multistrategy
1.300
50
40
11

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