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AlphaSimplex Mgd Futs Strat Y ASFYX

Analyst rating as of
NAV / 1-Day Return
13.22  /  0.15 %
Total Assets
2.5 Bil
Adj. Expense Ratio
1.470%
Expense Ratio
1.470%
Fee Level
Below Average
Longest Manager Tenure
11.80 years
Category
Systematic Trend
Alt Style Correlation / Relative Volatility
Negative / Medium
Min. Initial Investment
100,000
Status
Open
TTM Yield
4.92%
Turnover
Premium

Morningstar’s Analysis

Will ASFYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A close-knit team manages this systematic strategy.

Senior Analyst

Summary

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AlphaSimplex Managed Futures lacks the might of some larger quantitative peers, but its close-knit team and research-centered approach support a Morningstar Analyst Rating of Bronze for its cheapest share classes. The most expensive share class remains Neutral.

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