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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 %
Macro Trading
1.190
95
96
Options Trading
1.330
79
66
56
Options Trading
0.600
Options Trading
0.600
Options Trading
0.350
3
1
Options Trading
0.350
Macro Trading
0.950
Equity Market Neutral
0.950
13
14
10
Systematic Trend
2.320
25
4
Systematic Trend
2.180
17
18
14
Systematic Trend
1.800
19
54
Systematic Trend
2.990
91
77
Options Trading
1.050
50
34
9
Event Driven
1.520
70
52
53
Multistrategy
2.130
37
Multistrategy
1.200
Multistrategy
1.290
62
Multistrategy
2.040
74
50
Options Trading
0.560
7
Event Driven
1.510
23
Options Trading
1.440
83
92
Macro Trading
3.450
1
1
Equity Market Neutral
1.590
1
23
Multistrategy
1.740
53
58
11
Equity Market Neutral
0.890
59
56
46
Systematic Trend
1.400
4
10
Options Trading
0.470
29
Multistrategy
1.330
28
24
Options Trading
2.000
62
Multistrategy
1.650
48
38
Options Trading
2.040
73
55
92
Macro Trading
2.080
28
Event Driven
1.990
98
97
Macro Trading
1.280
Multistrategy
2.070
Options Trading
0.500
17
19
Systematic Trend
0.000
1
1
Options Trading
2.000
89
86
Options Trading
1.900
81
76
Options Trading
1.290
69
57
Options Trading
1.660
35
12
Multistrategy
2.330
Multistrategy
1.140
21
Multistrategy
2.160
Multistrategy
2.110
Multistrategy
2.120
Macro Trading
1.130
48
52
34
Equity Market Neutral
2.010
36
Multistrategy
0.340
91
92
Equity Market Neutral
0.140
84
82
32
Equity Market Neutral
0.400
19
12
Systematic Trend
1.340
Event Driven
1.000
49
63
Multistrategy
1.250
16
42
Event Driven
1.660
11
Event Driven
1.630
28
28
Event Driven
1.450
34
38
63
Multistrategy
0.620
Options Trading
1.570
33
80
84
Relative Value Arbitrage
0.840
35
68
Macro Trading
1.120
85
77
Options Trading
1.170
72

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